Job Title: AVP/VP Institutional Sales
Location: Mumbai Location
Work Experience/Knowledge: 10+ years of professional working experience.
- Relevant experience in Investment/Wealth Management or Financial Services is preferred.
- Must have demonstrated ability to create sales/relationship opportunities with clients, prospects and consultants in assigned market segments.
- Must have a verifiable client book
- Must have excellent sales skills and in-depth product and broad investment knowledge
Education Qualification: CA/CFA or MBA
Remuneration: Compensation commensurate with experience and demonstrated track record
Job Summary: The primary responsibility of the Institutional VP/AVP is to identify opportunities and develop relationships with institutional investors and investment consultants in assigned institutional market channels.
Roles & Responsibilities
- Identifies and cultivates prospects and/or clients.
- Initiates and follows up on new business opportunities.
- Leads new business meetings and closes sales to institutional investors and consultants.
- Leverages the organization's relationship with existing institutional accounts by developing and executing proactive, creative, and ongoing contact initiatives.
- Assists in the development and launching of new products.
- Acts as a liaison to the investment management groups to ensure active, enthusiastic support of the sales and marketing process.
- Ensures that product and sales materials are always updated and focused for the applicable presentation, conference, or opportunity.
- Works closely with team members to further develop sales opportunities.
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