Institutional Sales Role - BFSI

What is the objective of the role?

Principal responsibilities are :

- Responsible for Relationship Management, Reactivation, and Business Development

- New institutional client acquisition and reactivation of dormant clients

- Tracking companies and promoters for cash/fund flows through various available resources

- 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 appropriate products

- Update clients with the latest market developments and fund house view regularly

Knowledge required for the role :

- Strong understanding of capital markets and other financial products

- Strong product knowledge

- Strong Business Acumen

- Deep understanding of the 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