Institutional Sales - Pune

Hiring for: Mahindra Manulife Mutual Fund

Role: Institutional Sales - Pune

Positions: 1

Experience: 5 to 12 years

Location(s): Pune

Type: On-site / Permanent

Salary: Up to INR 25 LPA

Job Description, Duties & Re sponsibilities:

1)

Independently manage institutional sales business for Pune & Rest of Maharashtra region by targeting institutional clients such as corporate clients, Banks, family office and promoters etc

2)

This role involves building and maintaining relationships with institutional clients, promoting mutual fund products, and achieving sales targets.

3)

New client acquisition by identifying potential clients and market opportunities and pitch the products to take the mandate forward.

4)

Regularly communicate with clients to provide updates on product performance and market trends. Address client inquiries and concerns promptly and professionally.

5)

Create and execute an effective sales strategy to target institutional clients and increase assets under management (AUM).

6)

Collaborate with the investment team and leverage on existing product offerings and create market for new ideas.

7)

Conduct product presentations, webinars, and meetings to educate clients about the AMC Mutual Fund offerings and benefits.

8)

Stay up to date with market trends, economic indicators, and regulatory changes that may have impact on institutional clients' investment decisions.

9)

Provide in-depth investment analysis /Reports as per investor requirements and recommendations to clients to assist them in making informed investment choices.

10)

Collaborate with the marketing, operations, and client servicing teams to deliver seamless experience to institutional clients.

Experience: 5+ years of work experience in Institution Sales preferably in AMC industry managing institutional clients and family office.

Qualification: Chartered Accountant/ MBA/ master’s degree in commerce/marketing in larger locations.