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Institutional Sales & Family Offices

The job would require the candidate to acquire new institutional & family offices clients and manage existing relationships 

Locations : Mumbai, Delhi, Chennai, Pune, Bangalore & Hyderabad

Objectives of the role

  • Responsible for new client acquisition for Institutional Sales and family offices..
  • Tracking news of Mergers & Acquistion through various available resources from listed and unlisted space.
  • Strengthening existing relationships to create a long term asset book.
  • Increase market share and revenue from assigned relationships.
  • Conduct meetings with clients/institutional brokers, understand their needs and suggest tailor made solutions.
  • Update clients with latest market developments and fund house views regularly
  • Create relevant reports and business proposals using excel and power point

 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
  • Ability to mine data
  • Plan and execute tasks
  • Familiarity with Microsoft Office

What is the prior experience needed? 

  • 5 to 15 years of experience in Institutional Sales or Wealth Management

What qualification you should have? 

  • MBA or any equivalent degree 

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