Posted By
Posted in
Sales & Marketing
Job Code
1442670
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.
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Posted By
Posted in
Sales & Marketing
Job Code
1442670
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