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Relationship Manager - Institutional Sales - Mutual Funds (3-14 yrs)

3-14 years

Relationship Manager - Institutional Sales - Mutual Funds (3-14 yrs)

Locus Enterprises

posted 5d ago

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Key skills for the job

Job Description

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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