Relationship manager- Institutional clients

Hector And Streak Consulting; Kolkata, Ahmedabad, Chennai; In loco; INR 1.800.000 - 2.800.000; Tempo pieno

Descrizione del lavoro

Hector And Streak Consulting seeks a Relationship Manager – Institutional Clients to lead sales and client relationships with corporates, institutions, SMEs/MSMEs and family offices. You will coordinate with product and investment teams to tailor mutual fund solutions and expand the institutional client base.

The role requires 7–10 years in mutual funds or related financial services, NISM certification preferred, and a track record of strong relationship management in a competitive market.

Competenze

• Post Graduate.
• NISM certification preferred/required.
• 7-10 years of experience in Mutual Funds, Banking or Insurance sales; corporate/institutional sales preferred.

Mansioni

• Drive sales of Mutual Fund products to corporates, institutions, SMEs/MSMEs and family offices.
• Build and maintain strong relationships with key decision-makers and institutional clients.
• Understand client risk profiles and recommend suitable investment products in coordination with Product & Investment teams.
• Generate new leads and expand the institutional client base.
• Work closely with Fund Managers, Product and Marketing teams to support business growth.

Conoscenze

Mutual funds knowledge

Communication skills

Relationship management

Formazione

Post Graduate

NISM certification

Descrizione del lavoro

Role: Relationship Manager Institutional Clients
Level: Manager / Sr. Manager / Regional Head Institutional Sales

Location- Ahmedabad/Chennai/Kolkata

Key Responsibilities:

• Drive sales of Mutual Fund products to corporates, institutions, SMEs/MSMEs and family offices.
• Build and maintain strong relationships with key decision-makers and institutional clients.
• Understand client risk profiles and recommend suitable investment products in coordination with Product & Investment teams..
• Generate new leads and expand the institutional client base.
• Work closely with Fund Managers, Product and Marketing teams to support business growth.

Key Skills:

• Strong knowledge of mutual funds, investment products and financial planning.
• Excellent communication, interpersonal and relationship-management skills.
• Self-motivated with strong sales orientation and ability to work under pressure.

Qualification & Experience:

• Post Graduate.
• NISM certification preferred/required.
• 7-10 years of experience in Mutual Funds, Banking or Insurance sales; corporate/institutional sales preferred.

Thanks.