Motilal Oswal - Institutional Sales Role

The Institutional Sales employee is responsible for developing and maintaining relationships with institutional clients, such as banks, hedge funds, mutual funds, pension funds, and other large organizations. The role requires a deep understanding of the financial markets, investment products, and the ability to communicate complex information effectively.

Key Responsibilities:

- Build and maintain strong relationships with institutional clients to understand their investment needs and objectives.

- Develop and execute sales strategies to acquire new institutional clients and expand business with existing ones.

- Conduct market research to identify trends, competitor activity, and potential opportunities for growth.

- Maintain in-depth knowledge of the company's products and services, including investment strategies and performance metrics.

- Prepare and deliver compelling presentations and proposals to prospective clients, articulating the value of the company's offerings.

- Negotiate terms and conditions of sales agreements, ensuring mutual benefit for the company and the client.

- Work closely with internal teams (e.g., marketing, research, and compliance) to ensure alignment and support for sales initiatives.

- Provide regular reports on sales activities, market conditions, and client feedback to management.

- Attend industry conferences, seminars, and networking events to promote the company and foster relationships.

Qualifications:

Education: Bachelor's degree in finance, business, economics, or a related field; advanced degree (MBA) or professional certification (CFA, CAIA) preferred.

Experience: 3-5 years of experience in institutional sales or a related field within the financial services industry.

Skills:

- Strong analytical and problem-solving skills.

- Excellent communication and interpersonal skills.

- Proficiency in financial modeling and investment analysis.

- Ability to work independently and as part of a team.

- Strong organizational skills and attention to detail.