Motilal Oswal - Institutional Sales Role (3-5 yrs)

The Institutional Sales employee is responsible for developing and maintaining relationships with institutional clients, such as banks, hedge funds, mutual funds, pension funds, and other large organizations. The role requires a deep understanding of the financial markets, investment products, and the ability to communicate complex information effectively.

Key Responsibilities:

- Build and maintain strong relationships with institutional clients to understand their investment needs and objectives.

- Develop and execute sales strategies to acquire new institutional clients and expand business with existing ones.

- Conduct market research to identify trends, competitor activity, and potential opportunities for growth.

- Maintain in-depth knowledge of the company's products and services, including investment strategies and performance metrics.

- Prepare and deliver compelling presentations and proposals to prospective clients, articulating the value of the company's offerings.

- Negotiate terms and conditions of sales agreements, ensuring mutual benefit for the company and the client.

- Work closely with internal teams (e.g., marketing, research, and compliance) to ensure alignment and support for sales initiatives.

- Provide regular reports on sales activities, market conditions, and client feedback to management.

- Attend industry conferences, seminars, and networking events to promote the company and foster relationships.

Qualifications:

Education: Bachelor's degree in finance, business, economics, or a related field; advanced degree (MBA) or professional certification (CFA, CAIA) preferred.

Experience: 3-5 years of experience in institutional sales or a related field within the financial services industry.

Skills:

- Strong analytical and problem-solving skills.

- Excellent communication and interpersonal skills.

- Proficiency in financial modeling and investment analysis.

- Ability to work independently and as part of a team.

- Strong organizational skills and attention to detail.