Senior Relationship Manager/Relationship Manager- Institutional Sales

PPFAS Mutual Fund; Maharashtra; On-site; INR 900,000 - 1,500,000; Full time

Job summary

PPFAS Mutual Fund is seeking a Senior Relationship Manager to drive new client acquisition and manage relationships with institutional clients across major cities. You will work closely with corporate/ SME segments to secure recurring business and coordinate with product, marketing, and client-servicing teams.

The role demands strong capital markets knowledge, excellent communication and presentation skills, and compliance with regulatory norms.

Qualifications

• Good understanding and working knowledge of Capital Markets.
• Must have worked with Corporate/ SME clients.
• Good Communication and Presentation Skills.
• NISM VA – Mandatory.

Responsibilities

• Identifying and acquiring new institutional clients, such as banks, pension funds, and insurance companies, and nurturing existing relationships to generate recurring business.
• Sales Strategy & Execution: Creating and implementing sales strategies to meet business growth targets and increase market share.
• Product Presentation & Education: Conducting presentations, webinars, and meetings to educate clients on mutual fund offerings and their benefits.
• Market & Product Knowledge: Maintaining an in-depth understanding of mutual fund products, market trends, economic indicators, and competitive strategies to provide insightful recommendations.
• Client-Specific Solutions: Assessing client needs and tailoring investment solutions and product offerings to meet their specific investment objectives.
• Collaboration & Support: Working with other teams, including investment, marketing, and client servicing, to ensure a seamless client experience.
• Compliance: Adhering to regulatory norms and internal policies to ensure ethical and compliant sales practices.

Skills

Capital markets knowledge

Communication skills

Presentation skills

Education

MBA

Graduate degree

Job description

Job Title - Senior Relationship Manager/Relationship Manager- Institutional Sales

Location - New Delhi, Bengaluru & Chennai

Job Summary - New Client Acquisition, Existing Client Relationship, Working closely with Institutional MFDs

Job Description - Client Acquisition & Relationship Management

Identifying and acquiring new institutional clients, such as banks, pension funds, and insurance companies, and nurturing existing relationships to generate recurring business.

• Sales Strategy & Execution: Creating and implementing sales strategies to meet business growth targets and increase market share.
• Product Presentation & Education: Conducting presentations, webinars, and meetings to educate clients on the mutual fund offerings and their benefits.
• Market & Product Knowledge: Maintaining an in-depth understanding of mutual fund products, market trends, economic indicators, and competitive strategies to provide insightful recommendations.
• Client-Specific Solutions: Assessing client needs and tailoring investment solutions and product offerings to meet their specific investment objectives.
• Collaboration & Support: Working with other teams, including investment, marketing, and client servicing, to ensure a seamless client experience.
• Compliance: Adhering to regulatory norms and internal policies to ensure ethical and compliant sales practices.

Qualification & Experience

• Good understanding and working knowledge of Capital Markets,
• Must have worked with Corporate/ SME clients
• Good Communication and Presentation Skills
• Any Graduate, Preferably with MBA
• NISM VA – Mandatory