This role is for an Institutional Sales professional at a top Asset Management Company (AMC). The primary focus is to acquire new clients, manage existing relationships, and increase the company's Assets Under Management (AUM) and market share. The role requires a minimum of 4 years of experience in handling HNI/UHNI/NRI/Priority clients and involves a mix of internal and external relationship management.
Key Accountabilities
- New Client Acquisition and activating inactive clients to generate business.
- Follow up on leads from the Corporate Acquisition Team to drive conversions.
- Ensure market share across clients and distributors aligns with organizational requirements.
- Responsible for client and distributor servicing, including handholding transactions for both new and existing clients.
- Develop long-term relationships with key and potential distributors to generate repeat business.
- Actively network with clients, competitors, and distributors to gather market information.
- Provide timely product information and training to distributors.
- Adhere to all organizational and regulatory compliance norms.
- Maintain and regularly review data on market share.
Skills & Requirements
- A minimum of 4 years of experience handling HNI, UHNI, NRI, and Priority clients.
- Experience in Institutional Sales within the Mutual Funds industry is required.
- Strong skills in client acquisition, relationship management, and business development.
- The ability to network effectively and stay informed about market trends.
- A strong understanding of the Mutual Funds sector.
