Senior Relationship Manager (Institutional - Mutual Fund)
Sas hr
- Posted: 3 months ago
- Openings: 10
- Applicants: 0
Job Description
Designation - Senior RM - Mutual fund(Institutional Sales)
Key Responsibilities:
- Building relationships with existing institutional clients
- Identifying New Institutional Clients through Cold Calls & References.
- Understanding their investment needs and providing tailored solutions across Mutual Funds, AIFs, and taxation
- Better understanding of Mutual Fund products, AIF, taxation etc
- Achieving Sales Targets and assigned KRAs.
- Organizing IAPs/Client Meet, webinars, and conferences.
- Prior experience in Institutional Sales from Wealth Banking, AMCs, or third-party distribution in banks is preferred
- Continuously updating themselves on market trends and regulatory changes in line with financial market dynamics.
- Having relevant experience, preferably from Wealth Banking, AMCs, or candidates working on third-party distribution in banks.
Qualifications & Experience:
- Postgraduate qualification preferred
- NISM Series V-A certification (mandatory)
- Minimum 5-8 years in Institutional Sales within top 15 AMCs
More Info
Education
Any Graduate
Not Disclosed
Required Skills
Institutional Sales
HNI
Mutual funds
Equity
Bonds
Family Office
sales
wealth management
Contact Details
Sas hr
+91 987654567
accessibility@rutgers.edu
Latest Job
Similar Jobs
- 1 years
- Mumbai
- 21 Hours
- 2 years
- Mumbai
- 21 Hours
- Fresher
- Mumbai
- 21 Hours
- Fresher
- Mumbai
- 21 Hours
- 1 years
- Mumbai
- 21 Hours
- Fresher
- Kolkata
- 21 Hours