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Manager - Institutional Equity Sales (4-14 yrs)

4-14 years

Manager - Institutional Equity Sales (4-14 yrs)

upGrad

posted 13hr ago

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Job Description

Our client is a renowned financial institution looking out for its Institutional Sales - Manager in Mumbai.

Overview of job:-

We are looking for an Institutional Sales, who will be responsible for engaging with institutional clients and promoting equity investment opportunities. Day-to-day tasks include building and maintaining client relationships, presenting investment proposals to the Institutions, providing market insights and analysis.

Responsibilities:

- Acquiring new clients across segments Like Banks, Corporates and SMEs and build the institutional/corporate client base

- Responsible for locating potential sales leads through market research and following up to convert leads into business relationship

- Meeting Fund Manager and Analyst of various Institutions

- Connect with Mutual Funds, and Insurance Companies

- Generating innovative ideas for new client acquisition

- Leverage on market opportunities and develop new client relationships and accounts

- Responsible for achieving targets as assigned by the organization on a monthly basis

Requirements:

- Bachelor's degree in finance or related field (CA, CFA, MBA, MMS)

- Minimum 2 years working experience in Equity Sales & Institutional Sales

- Knowledge of Institutional Investments and Equities

- Excellent communication, presentation, & interpersonal skills

- Strong analytic and problem-solving abilities

- Ability to build and maintain relationships with institutional clients

- Proven track record of achieving sales targets

- A strong background in finance & a deep understanding of the financial industry


Functional Areas: Other

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Manager 1 salary at upGrad

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