Overview

Job title: Institutional Sales

Company: DSP Mutual Fund

Job description: Objective of the role: Responsible for Relationship Management and new client acquisition for MSME’s, SME’s, and family offices in Delhi New institutional client acquisition and reactivation of dormant clients Tracking companies and promoters for cash/fund flows through various available resources Strengthening existing relationships to create a long-term asset book Increase market share and revenue from assigned relationships Conduct meetings with clients/institutional brokers, understand their needs, and suggest appropriate products Update clients with the latest market developments and fund house views regularly Create relevant reports and business proposals using Excel and PowerPoint Knowledge required for the role: Strong knowledge of capital markets and other financial products Strong product knowledge Business Acumen Deep understanding of the Sales Process Skills required for the role: Influence clients and stakeholders Deliver good presentations Network and use market intelligence to increase reach in the market Ability to mine data Plan and execute tasks Familiarity with Microsoft Office Experience needed: 3 – 6 years of experience in Institutional Sales or Wealth Management Qualification: MBA or any equivalent degree

Location: Delhi

Job date: Sat, 04 May 2024 22:47:49 GMT