Institutional Business Manager

Intellectual Capital HR Consulting Pvt. Ltd.; Gurugram District; Presencial; INR 900.000 - 1.500.000; Jornada completa

Descripción de la vacante

Intellectual Capital HR Consulting Pvt. Ltd. seeks a dynamic sales professional to develop and execute a comprehensive strategy promoting PMS products to corporates, family offices, treasuries, institutional investors, HNIs and UHNIs.

You will leverage existing mutual fund relationships to cross-sell offerings and build lasting partnerships with institutional clients. The role involves preparing high-quality presentations, staying updated on market trends and regulatory developments,

Responsabilidades

• 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.

Descripción del empleo

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.