Institutional Business Manager

Intellectual Capital HR Consulting Pvt. Ltd.; Ahmedabad District; On-site; INR 900,000 - 1,800,000; Full time

Job summary

Intellectual Capital HR Consulting Pvt. Ltd. seeks a strategic sales professional to drive PMS product adoption among corporates, family offices, treasuries, institutional investors, HNIs and UHNIs.

The role emphasizes leveraging mutual fund networks, building long-term client partnerships, and delivering compelling investment proposals. Responsibilities include staying ahead of market trends, collaborating with investment and product teams to tailor solutions, maintaining CRM-driven records,

Responsibilities

• Develop and execute a comprehensive sales strategy to promote PMS products to corporates, family offices, treasuries, institutional investors, HNIs and UHNIs.
• Leverage existing relationships in the mutual fund space to cross-sell PMS offerings.
• Build, manage, and deepen relationships with institutional clients to achieve long-term partnership goals.
• Prepare and deliver high-quality sales presentations, portfolio reviews, and investment proposals.
• Stay abreast of market trends, competitor products, and regulatory developments to position offerings effectively.
• Collaborate with the investment and product teams for tailor solutions that meet client investment objectives.
• Maintain accurate client interaction records and track pipeline progress using CRM tools.
• Drive revenue growth and contribute to the companys overall AUM and profitability targets.

Job description

Key Responsibilities

• Develop and execute a comprehensive sales strategy to promote PMS products to corporates, family offices, treasuries, institutional investors, HNIs and UHNIs.


• Leverage existing relationships in the mutual fund space to cross-sell PMS offerings.


• Build, manage, and deepen relationships with institutional clients to achieve long-term partnership goals.


• Prepare and deliver high-quality sales presentations, portfolio reviews, and investment proposals.


• Stay abreast of market trends, competitor products, and regulatory developments to position offerings effectively.


• Collaborate with the investment and product teams for tailor solutions that meet client investment objectives.


• Maintain accurate client interaction records and track pipeline progress using CRM tools.


• Drive revenue growth and contribute to the companys overall AUM and profitability targets.