Manager - Institutional Sales - Industrial Products (5-6 yrs)

About the job:

- About Client: This opening is for a leading supplier of Steel Sheets, Steel Furniture, MS Pipes, Structurals, Shutter Profiles, Welding Electrodes, Abrasives & more in north-east.

Job Summary:

- We are seeking a dynamic and results-driven Institutional Sales Officer to join our team.

- 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 company's 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 company's 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.

Skills:

- Negotiation Skills, Analytical Skills, Problem-solving Skills, Financial Analysis Software Proficiency

- Compliance and Risk Management, Institutional, Business Opportunities, Sales Reporting and Strategy

- Client Relationship Management, Sales and Business Development, Investment Products Knowledge

- Interpersonal Skills, Client Education and Support, Comm Unification Skills

- Financial Markets Knowledge, Portfolio Management, Institutional Sales

- Market Research and Analysis, Sales, Microsoft Office Proficiency, CRM Tools Proficiency