Relationship manager- Institutional clients

Role: Relationship Manager Institutional Clients
Level: Manager / Sr. Manager / Regional Head Institutional Sales

Location- Ahmedabad

Key Responsibilities:

• Drive sales of Mutual Fund products to corporates, institutions, SMEs/MSMEs and family offices.
• Build and maintain strong relationships with key decision-makers and institutional clients.
• Understand client risk profiles and recommend suitable investment products in coordination with Product & Investment teams..
• Generate new leads and expand the institutional client base.
• Work closely with Fund Managers, Product and Marketing teams to support business growth.

Key Skills:

• Strong knowledge of mutual funds, investment products and financial planning.
• Excellent communication, interpersonal and relationship-management skills.
• Self-motivated with strong sales orientation and ability to work under pressure.

Qualification & Experience:

• Post Graduate.
• NISM certification preferred/required.
• 7-10 years of experience in Mutual Funds, Banking or Insurance sales; corporate/institutional sales preferred.

Thanks.