YES Asset Management - Manager - Institutional Sales

Key Responsibilities :

- Managing Institutional Clients that are currently investing with YES Mutual Fund and advising the product suite of AMC

- Identify potential new clients and get them on board

- Working closely with YES Bank corporate business units for enhancing market share and acquisition of new clients for YES MF

- Strengthen working relationships with current Institutional distributors to entrench the YES MF brand and advance sales. The engagement with distributors should include:

- Providing updated marketing material

- Regular client meetings based on the client segmentation model.

- Training of sales and operational teams.

Knowledge, skills and abilities :

- Strong relationship management skills with sound understanding of Mutual Fund and structured products

- Strong written and oral communication skills.

- Strong interpersonal skills

- Presentation skills

- Perseverance & Patience

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

Experience :

- Minimum of 5 years of sales in the mutual fund industry ( Mandatory)

- The experience set with both AMC (Institutional Sales) and private banking (managing HNI portfolios) is preferred

- AMFI/NISM certified

- Knowledge of financial products and environment

- Other added certifications like NCFM modules, CFP will be added advantages

Qualifications and Certifications :

- Post Graduate, preferably management graduate

- AMFI/NISM certified