Job Description

Relationship Manager – Institutional Sales Channel

Job highlights
MBA/Graduate with 5+ years of experience in handling Family Offices/HNI/SME clients, preferably in Kolkata

Responsible for institutional sales, client acquisition, and relationship management with institutional investors
Job match score

Early Applicant

Key Skills

Location

Work Experience

5 – 10 Years

1 Vacancy

₹ 10-18 Lacs P.A

Mumbai (All Areas), Kolkata, Bengaluru
Must have key skills
Institutional sales
Other key skills
Key Accounts Management,B2B sales,Corporate Sales,Institutional Investor
Job description
What you’ll do
Relationship Manager-

Institutional Channel

Job Category: Sales & Marketing

Department/Group: PDM Designation As per Experience

Location: Travel Required: Yes

Report To Channel Head Position Type: Full Time

Job Description

Role and Responsibilities

Responsible for Institutional sales or Key Accounts Management.
Experience in directly handling Family Offices / HNI / SME clients / Corporates.
Drive business growth in Institutional Investor Space for the Company.
An Expert in B2B sales, Corporate / Institutional Sales
New Client Acquisition across relevant Corporate Investor Categories (Large, Medium
and SME).

Primary responsibility of a Relationship Manager is selling SBIMF products at the
location and areas in and around the identified location and Relationship Building for

generating sales.

Liaising with Corporates / distributors / banks / institutions / SMEs
Building and maintaining healthy business relations with Institutional Investors
To penetrate all targeted key accounts and originate upselling opportunities
Ensure adherence to sales processes and requirements.
Achievement of monthly, quarterly & yearly business plan.
Channel Development & networking skills for achieving Channel Sales
Skills & Competencies

Wide network of contacts across intermediaries / Institutional Investors / Corporate
Investors

Self-starters and goal oriented
Understanding of Treasury and Fixed Income products
Able to work independently and as a team player
Excellent verbal communication skills and active listening skills
Account Management skills, Excellent Presentation Skills
Should have a thorough understanding of our products and a clear and fair idea about
the products of our competition.

Thorough understanding of regulatory framework and Taxation Laws
Positive and enthusiastic attitude
Customer focus and result oriented approach
Qualification & Experience

MBA/Graduate with 5+ years of Industry Experience in directly handling Family Offices /
HNI / SME clients / Corporates preferably in Kolkata

SME clients are defined as Educational Institutes / Hospitals / Trusts / Mid-size
companies.

Candidates from MF Industry / Wealth RMs of Pvt Banks or Corporate / National
Distributors, having direct access to the above-mentioned relationships.

Having experience in managing own book size of over Rs 300 Cr of AUM in core assets.
Good knowledge of Equity, Debt Markets and Financial Market & also Global Market
MFD Certified
Send Cv to maria.j@cielhr.com
Industry type
NBFC
Department
BFSI, Investments & Trading
Role
MF Distributer / Advisor
Role category
Trading, Asset & Wealth Management
Employment type
Full Time, Permanent
Education
Any Graduate

Create an alert for similar jobs
MF Distributer / Advisor, Mumbai (All Areas)

About company
Ciel HR

Apply