- Posted a month ago
- Over 50 applicants have applied
Job Description
What are the ongoing responsibilities of Sales Manager- Institutional Sales
- The role will be based at Kolkata location & will report to Head-Institutional Sales, India.
- Responsible for driving & achieving the monthly corporate sales targets.
- Market Mapping, Competition mapping in the geography assigned.
- Cross sell new products and offerings, as per the launches from time to time.
- Proactively identify sales prospects and do business development activities in the region.
- Coordination with internal teams & various departments to accomplish the task assigned.
- Make daily sales calls to develop business.
- Monitor business growth regularly and maintain consistency in sourcing.
- Identify and acquire new clients and strengthen relationships with tagged existing clients.
- Efforts shall be to achieve assigned annual targets i.e. Gross, Net Sales, Asset growth, client activation / acquisition etc.
- Monitoring of Sales Metrics and adhering to processes viz. MIS, CRM Platform - Talisma, Activities, Call Reports etc.
- Work within the Compliance and Legal boundaries set by the regulatory bodies and internal framework.
What ideal qualifications, skills & experience would help someone to be successful
- Post Graduate Academic Qualification in Management Field.
- Approx. 8-12 years of sales, preferably in Asset Management Company (Institutional Sales) or BFSI - Corporate Sales.
- High Knowledge and understanding of Financial Markets, especially fixed income.
Licenses And Certifications / Qualifications:
- AMFI/NISM certification (Advisors Module) mandatory
- Any Financial Advisory Linked Qualification - CFP, CFA
Skills And Abilities:
- Strong written and oral communication skills
- Presentation skills
- Perseverance & Patience
- Flexibility & Adaptability
- Self-starter, self-motivated, Go-getter
- Managing the performance objectively.
- Thinking on the feet and be self-driven in resolving problems in hand.
More Info
About Company
We drive client success through an unwavering focus on investment excellence delivered on a robust global platform. This is backed by investments in cutting edge technology and product innovation. In this way, our clients receive a consistent, coordinated experience and are empowered with an extensive range of specialized capabilities, all delivered through one trusted global partner.
We’ve broadened our capabilities by attracting leading public and private market investment managers to our firm. We nurture and protect the investment independence of these managers while providing them access to capital, technology, risk management, and sustainability resources.
Alongside our investment offering, we equip our clients with the tools, services, and knowledge necessary to actively plan for a better future.
And with a 75+ year tradition of closely held family ownership, we continuously focus on stability, innovation, and long-term value creation.
Above all else, we always stay true to our commitment to create better financial futures together.