Key Responsibilities
- Identify & onboard new Institutional Clients
- Understand client's investment objectives, risk appetite & asset allocation needs and recommend appropriate investment solutions.
- Work closely with Product and Fund Management teams to prepare client-specific presentations, investment proposals, pitch-books, and organise roadshows.
- Ensure high standards of client servicing and support: Onboarding, KYC/AML compliance, documentation, account reviews etc.
- Market Intelligence & Analysis: Remain updated on the Fixed Income market dynamics, monitor market trends, competitor offerings and regulatory changes (especially from SEBI, IRDAI, PFRDA).
Qualifications & Experience
- MBA in Finance or a Chartered Accountant
- 6-10 years of experience in Institutional Sales, preferably with a large AMC or in Wholesale Banking.
- Excellent communication, negotiation, and presentation skills.
