Institutional Sales Role - Mutual fund/PMS /AIF (9-16 yrs)

D. Key Accountabilities Institutional JD

1. Responsible for acquiring new clients and maintaing current relationships

2. Expand market share and build the AUM for all existing and new clients

3. Ensure that we get required amount of market share from existing relationships as per Organizational requirement

4. Managing distribution channel and expand market share

5. Responsible for up-selling of various products and build the revenue

6. Involved in meeting the investors on a joint call with the distributor

7. Responsible for Client and distribution servicing

8. Take steps for development of long term relationship/association with the key/potential distributors in order to generate repetitive business

9. Need to have active involvment in handholding the transactions with the new and existing clients

10. Adhering to compliance norms of the organization and Regulator

11. Responsible in networking with the distributors, clients and competition to get the market information

12. Responsible to train and inform about product updates to the distributors

13. Maitain the data on market share and review it on regular basis

Preference to NISM XXI A /CFA / CFP