Manager - Broking Institutional Sales - Equity

Broking Institutional Sales - Equity

- The role will carry of KRA to handle Institutional Clients & Institutional Channel Partners and will be responsible for driving & achieving the monthly corporate sales targets.

What are the ongoing responsibilities of Sales Manager - Institutional Sales :

- The role will be based at Mumbai / Pune/Delhi location & will report to Cluster Head Institutional Sales, India.

- Responsible for driving & achieving the monthly corporate sales targets.

- Market Mapping, Competition mapping in the geography assigned.

- Cross sell new products and offerings, as per the launches from time to time.

- Proactively identify sales prospects and do business development activities in the region.

- Coordination with internal teams & various departments to accomplish the task assigned.

- Make daily sales calls to develop business.

- Monitor business growth regularly and maintain consistency in sourcing.

- Identify and acquire new clients and strengthen relationships with tagged existing clients.

- Efforts shall be to achieve assigned annual targets i.e. Gross, Net Sales, Asset growth, client activation / acquisition etc.

- Monitoring of Sales Metrics and adhering to processes viz. MIS, CRM Platform - Talisma, Activities, Call Reports etc.

- Work within the Compliance and Legal boundaries set by the regulatory bodies and internal framework.

What ideal qualifications, skills & experience would help someone to be successful?

Knowledge, Education, And Experience :

- Post Graduate Academic Qualification in Management Field.

- High Knowledge and understanding of Financial Markets, especially fixed income.

Licenses And Certifications / Qualifications :

- AMFI/NISM certification (Advisors' Module) mandatory.

- Any Financial Advisory Linked Qualification - CFP, CFA.

Skills And Abilities :

- Strong written and oral communication skills.

- Presentation skills.

- Perseverance & Patience.

- Flexibility & Adaptability.

- Self-starter, self-motivated, Go-getter.

- Managing the performance objectively.

- Thinking on the feet and be self-driven in resolving problems in hand.