Institutional Business Manager

Intellectual Capital HR Consulting Pvt. Ltd.; New Delhi; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Intellectual Capital HR Consulting Pvt. Ltd. is seeking a senior sales professional to drive PMS product adoption among corporates, family offices, treasuries, institutional investors, HNIs and UHNIs in India.

You will build and deepen client relationships, deliver compelling investment proposals, and coordinate with investment/product teams to tailor solutions that meet objectives. The role emphasizes leveraging mutual fund relationships, staying aware of market trends, and maintaining robust

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.