Relationship Manager – Institutional Sales

Business Meetings, Communication, Management Information Systems (MIS), Marketing, Negotiation, Presentations, Research Skills, Team Leadership, Teamwork, Training
March 14, 2024
Full Time

Job Description

About the job

Accountability

Supporting Actions

Business Management and achieving the set target

  • Maximize business through top clients through sound relationship.
  • Conduct business meetings and across the table presentations to corporate clients.
  • Identify new high-end potential clients to expand the business base.

Build strong Client Relationship

  • Maintain excellent relationship with existing clients and expansion of key clients
  • Ensuring high volume of business in the given location/segment to achieve the desired gross sales.
  • Develop and maintain key corporate clients.

Compliance on all regulatory rules

  • Provide strategic support for service excellence and ensure compliance on all regulatory and internal audit requirements
  • Ensure all SEBI/AMFI rules and regulations are strictly complied.

Maintaining MIS & Reporting

  • Update client ownership report every month regularly to state/centre head.
  • Maintain New client MIS and report to State/centre head
  • Ensure corporate client database is updated regularly by sales support.

 

Desired Skills and Experience

Sales, New Client Acquisitions, Business Management, Client Relations, Business Meetings, Maintaining Professional Relationships, Market Knowledge, B2B, Institutional