Senior Manager - Institutional Sales

Senior Manager - Institutional Sales

DSP Fund
5-9 years
Not Specified

Job Description

The job would require the candidate to meet clients, understand their financial/investment objectives & risk appetite and recommend appropriate products.
What is the role's objective
  • Responsible to increase the current institutional market share from assigned relationships across Mumbai in both Fixed Income and Equity
  • Manage relationship with existing Large, Mid & Small Corporates, Institutions, and Family Offices
  • Acquire new clients across MSME's SME and Family offices
  • Conduct meetings with clients/institutional brokers, understand their needs, and suggest appropriate products
  • Update clients with the latest market developments and fund house view regularly
  • Leverage on MIS and other market data for effective sales
  • Observe competition, clients and share timely feedback to the team

Knowledge required for the role:
  • Strong knowledge of capital markets and other financial products
  • Strong product knowledge
  • Business Acumen
  • Deep understanding of sales process

Skills required for the role:
  • Influence clients and stakeholders
  • Deliver good presentations
  • Network and use market intelligence for increasing reach in the market
  • Familiarity with Microsoft Office

What is the prior experience needed
  • 5 - 9 years of experience in Institutional Sales or Wealth Management

What qualification you should have
  • MBA or any equivalent degree

Job Details

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About DSP Fund

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