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The BIG Advantage

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46 The BIG Advantage Jobs

Institutional Sales Officer

The BIG Advantage

5-10 years

Guwahati

1 vacancy

The BIG Advantage

posted 10d ago

Job Role Insights

Key skills for the job

Investment Banking Market Research Analytical Chemistry Risk Management CRM Financial Services

+ 4 more

Job Description

The ideal candidate will be responsible for developing and maintaining relationships with institutional clients, understanding their financial needs, and delivering tailored solutions. You will work closely with the sales, trading, and research teams to provide excellent service and achieve sales targets. The role requires a deep understanding of financial products and an ability to communicate complex investment strategies to institutional clients.

Key Responsibilities:

Client Relationship Management:
Build, maintain, and nurture relationships with institutional clients, such as pension funds, mutual funds, insurance companies, government agencies, and corporations.
Act as the primary point of contact for institutional clients, providing regular updates on market developments, product offerings, and portfolio performance.
Understand clients investment goals and objectives to propose suitable financial solutions.
Sales and Business Development:
Promote and sell the companys financial products and services, such as investment management solutions, structured products, bonds, and equities, to institutional investors.
Identify new business opportunities and drive growth by expanding the client base.
Negotiate and finalize contracts, ensuring that both the company s and clients interests are met.
Market Research and Analysis:
Conduct market research and analyze industry trends to keep clients informed about investment opportunities and risks.
Collaborate with the internal research and trading teams to create compelling proposals tailored to client needs.
Client Education and Support:
Provide ongoing education to clients on market trends, investment strategies, and the benefits of the companys products.
Address client inquiries and resolve issues promptly to ensure client satisfaction and retention.
Sales Reporting and Strategy:
Meet and exceed sales targets by generating revenue from institutional accounts.
Prepare and present detailed sales reports and performance analysis to senior management.
Contribute to the development and implementation of sales strategies, focusing on institutional clients.
Compliance and Risk Management:
Ensure all sales activities comply with relevant regulations and company policies.
Work with compliance teams to maintain up-to-date knowledge of regulations affecting institutional sales and financial products.

Qualifications:

Education:
Bachelor s degree in Finance, Economics, Business, or a related field. A Master s degree or advanced financial certifications (CFA, MBA) is a plus.
Experience:
Minimum 5+ years of experience in institutional sales, financial services, or investment banking.
Proven track record of managing institutional relationships and achieving sales targets.
Skills:
Strong knowledge of financial markets, investment products, and portfolio management.
Excellent communication, negotiation, and interpersonal skills.
Ability to present complex financial concepts in a clear and compelling manner.
Analytical mindset with strong problem-solving capabilities.
Proficiency in Microsoft Office (Excel, PowerPoint, Word), CRM tools, and financial analysis software.
Personal Attributes:
Self-motivated and goal-oriented with a proactive approach to identifying new business opportunities.
Strong organizational skills and attention to detail.
Ability to work independently and as part of a team.
High level of integrity and professionalism.