13 Locus Enterprises Jobs
Relationship Manager - Institutional Sales - Mutual Funds (3-14 yrs)
Locus Enterprises
posted 5d ago
Key skills for the job
Investor Profile to be handled: Treasuries of Domestic/MNC Corporate's, Banks/NBFC/Insurance companies, Trust/Promoter/Family Office, and PSU/PF Trust
Role :
1.Manage Set of Existing Key account/Book: Engage with treasuries over time to time and share our fund house view on market/strategy, communicate product updates while keeping investor interest as well as maximizing our market share with them.
2.Business expansion: On boarding new investors and keep expanding investor universe as ongoing exercise
3. Business development: Tracking companies, corporate action, funding etc.to identify newer opportunity and make a first move to present our brand
4.Positioning and marketing various schemes of fund house based on internal and external dynamic environment
5.Investor Engagement: Be Instrumental to conduct Senior management engagement with existing and prospect investor
6.Liasion with Group Corporate
Qualifications:
- MBA/CFA/CFP or Equivalent degree
- Passion for B2B Business
- Knowledge of Capital market (Debt & equity), mutual fund schemes
- Interpersonal and Networking Skill
- Know how to gather Data, market intelligence and interpret, plan and execute.
- Good understanding of Sales process
- This position requires a minimum of 3-5 years of experience from Asset Management/Wealth/Bank or relevant.
- Valid NISM certification.
Additional Information - Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required.
Functional Areas: Sales
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