Institutional Sales Manager

Topgear Consultants; Bengaluru; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Topgear Consultants in Bengaluru seeks an Institutional Sales professional to acquire and manage corporate treasury and institutional clients, driving AUM and revenue growth.

The candidate will build relationships with CFOs and investment teams, sell Mutual Funds and Fixed Income, and coordinate with partners to deliver market insights and compliant service. 4-5 years of relevant experience and an MBA/PGDM are preferred.

Qualifications

• 4-5 years institutional sales experience in mutual funds
• Corporate/institutional client handling
• Experience in AUM acquisition & revenue generation
• Knowledge of Mutual Funds & Fixed Income
• Exposure to Corporate Treasury / Institutional Investments
• Strong relationships with CFOs / Treasury Heads / Investment Teams
• MBA/PGDM/PGDBA/PGPM Finance preferred; CFA/CA advantageous
• Strong communication, negotiation and analytical skills

Responsibilities

• Acquire and manage corporate treasury/institutional clients and drive AUM & revenue growth.
• Build relationships with CFOs, Treasury Heads and Investment Teams.
• Sell and advise on Mutual Funds, Fixed Income and other investment products.
• Generate leads through Wealth/Corporate channels and build a strong institutional sales pipeline.
• Provide clients with market insights, interest-rate/liquidity trends and investment recommendations.
• Coordinate with AMC, Fixed Income Partners, Product & Research teams for client requirements and servicing.
• Ensure compliance, governance and effective stakeholder management.

Skills

Institutional sales

Corporate client handling

Relationship management

Negotiation

Analytical skills

AUM growth

Education

MBA/PGDM/PGDBA/PGPM Finance

Job description

Role & responsibilities

• Acquire and manage corporate treasury/institutional clients and drive AUM & revenue growth.


• Build relationships with CFOs, Treasury Heads and Investment Teams.


• Sell and advise on Mutual Funds, Fixed Income and other investment products.


• Generate leads through Wealth/Corporate channels and build a strong institutional sales pipeline.


• Provide clients with market insights, interest-rate/liquidity trends and investment recommendations.


• Coordinate with AMC, Fixed Income Partners, Product & Research teams for client requirements and servicing.


• Ensure compliance, governance and effective stakeholder management.

Preferred candidate profile

• 4-5 years Institutional Sales experience in a Mutual Fund


• Strong Corporate / Institutional Client handling


• Experience in AUM acquisition & revenue generation


• Good knowledge of Mutual Funds & Fixed Income


• Exposure to Corporate Treasury / Institutional Investments


• Strong relationships with CFOs / Treasury Heads / Investment Teams


• MBA/PGDM/PGDBA/PGPM Finance preferred; CFA/CA advantageous


• Strong communication, negotiation and analytical skills