Relationship manager- Institutional clients

Hector And Streak Consulting; Kolkata District; On-site; INR 1,800,000 - 3,000,000; Full time

Job summary

Hector And Streak Consulting is seeking a Relationship Manager for Institutional Clients based in Kolkata. You will drive sales of mutual fund products to corporates, institutions, SMEs/MSMEs and family offices, while building and maintaining strong relationships with key decision-makers.

Ideal candidates have 7–10 years of experience in mutual funds, banking or insurance sales, with NISM certification preferred, excellent communication and a proven ability to perform under pressure in a

Qualifications

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

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.

Skills

Mutual funds

Investment products

Financial planning

Relationship management

Communication skills

Sales oriented

Work under pressure

Education

Postgraduate degree

NISM certification

Job description

Role: Relationship Manager Institutional Clients

Level: Manager / Sr. Manager / Regional Head Institutional Sales

Location- 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.