Institutional Sales Officer

Kotak Mahindra Asset Management Company; Kolkata District; On-site; INR 800,000 - 1,400,000; Full time

Job summary

Kotak Mahindra Asset Management Company in Kolkata seeks a seasoned sales professional to engage with institutional and corporate clients, managing distribution and driving revenue growth in the asset management space. The role emphasizes direct selling, expanding existing relationships, and leveraging market opportunities.

You will engage top management to secure partnerships while building brand presence and client value.

Qualifications

• Experience in selling mutual funds or AMC products is valued.
• Strong communication and client engagement skills are essential.
• Proven track record in acquiring and managing institutional clients.

Responsibilities

• Engage with Institutional/Corporate clients and manage corporate distribution/sales.
• Manage direct selling to mobilize revenue growth.
• Leverage market opportunities to develop new client relationships and accounts.
• Expand existing client relationships and deepen financial management with clients.
• Independently engage with top management/decision makers of prospects and clients.
• Conduct relationship management and brand-building activities to enhance visibility and goodwill.

Skills

Institutional sales

Corporate clients

Direct selling

Client engagement

Relationship management

Job description

Role & responsibilities

• Engaging with Institutional/ Corporate clients and manage corporate distribution/ sales
• Manage direct selling so as to mobilize revenue growth
• Leverage on market opportunities and develop new client relationships and accounts
• Enlarge the scope of existing client relationships and penetrate deeper into the clients financial management
• Independently engage with the top management/ decision makers of prospective and existing clients
• Relationship management and brand building exercises that enhance visibility and goodwill

Preferred candidate profile

• Male candidates are preferred
• Only candidates currently handling Institutional, Direct or CEC channel.
• 4 to 7 years of relevant sales experience
• AMC background or Experience of selling MF will be advantageous Proven track record of client value creation
• Exemplary communication and client engagement skills.
• Proven track record in client acquisition and relationship management.
• Strong debt market knowledge and business acumen.