Institutional Business Manager

Role & responsibilities

• Identifies and cultivates prospects and/or clients
• Initiates and follows up on new business opportunities.
• Leads new business meetings and closes sales to institutional investors and consultants.
• Leverages the organizations relationship with existing institutional accounts by developing and executing proactive, creative, and ongoing contact initiatives.
• Develops and maintains relationships with sub-advisors and consultants.
• Acts as a liaison to the investment management groups to ensure active, enthusiastic support of the sales and marketing process.
• Collaborates with Marketing team on product and sales materials to ensure they are current and focused for the applicable presentation, conference, or opportunity.
• Works closely with Axis AMC team members to further develop sales opportunities

Preferred candidate profile

• Graduate/ Postgraduate with 8 to 10 years of experience

• NISM V-A Certified

• Experience in client acquisition and updated on the mutual fund market dynamics and regulatory environment

• Good understanding of debt/ equity and mutual funds

• Ability to interpret the financial market data

• Good communication skill