DRChoksey FinServ - Head - Institutional Sales (12-17 yrs)

Overview:

- The Institutional Sales Head will lead the strategic development and management of institutional sales, focusing on expanding client relationships and driving revenue growth within the institutional market segment.

- This senior role requires a seasoned leader with deep expertise in financial products, exceptional relationship-building abilities, and a proven track record in institutional sales.

- The Institutional Sales Head will be responsible for building and maintaining partnerships with key institutional clients, including asset managers, banks, and hedge funds, while leading a high-performing sales team and collaborating closely with product and research teams to ensure offerings meet client needs.

- The ideal candidate will possess strong strategic thinking, exemplary negotiation skills, and a deep understanding of market dynamics.

Roles and Responsibilities:

- Develop and oversee the institutional sales strategy, aligning with company objectives and growth targets.

- Build and maintain relationships with top institutional clients, including banks, asset managers, and hedge funds.

- Build & lead the institutional sales team, providing guidance, mentorship, and performance oversight.

- Collaborate with research and product teams to develop offerings tailored to institutional client needs.

- Drive revenue growth through new client acquisition and upselling/cross-selling to existing clients.

- Achievement of revenue targets and growth in institutional client base.

- Client satisfaction and retention rate.

- Expansion of product penetration among institutional clients.

- Performance of institutional sales team members.

Qualification:

- MBA or equivalent in Finance/Business Management; CFA is a plus.

- Work Experience: Minimum: 12 years Maximum: 15 years.

- 12+ years in institutional sales, with at least 5 years in a senior leadership role.

Skills:

- Strong strategic thinking, relationship management, and negotiation skills.

- Extensive knowledge of financial markets and institutional sales dynamics.