Institutional Sales

Job Description

VicTree Solutions is hiring Institutional Sales RM for a reputed AMC client at multiple locations. Location: Mumbai / Chennai / Delhi / Bengaluru / Kolkata Experience: 3-5years Relationship Managed: Institutions (SME/MSME/LARGE) Sector: Banking/NBFC/Wealth Management AMC CTC: 8-14 LPA Candidate to be from AMC background only Job Description: Develop and execute sales strategies to expand institutional business partnerships and client base. Conduct market research to identify potential institutional clients and industry trends. Establish and nurture relationships with key decision-makers and stakeholders within targeted institutions. Possess an in depth knowledge of industry sector/segment wise in respective region. Confident to review and discuss Financial markets with investors to and Brand/Class market Shriram AMC. Persistent follow up if required for inclusion of SAMC in the investment portfolio of investors. Partner with wholesale Distributors to understand their clientele financial needs to promote to SAMC Schemes. Responsible for driving the sales for all wholesale along with high volume across the region. Engage with Corporate treasuries to ensure higher allocation there by increasing market share of respective regions. Responsible for conducting all educating / training for new investors. Maintaining weekly sales reports to track, analyse and communicate business results and provide insight and feedback by account. Provide regular updates and reports on institutional business development activities to senior management. Stay informed about industry regulations and compliance standards affecting institutional business relationships. Work closely with internal teams to ensure seamless investment experience to institutional clients. Key Skills and Qualifications: Bachelor’s or Master’s degree in Business, Finance, or a related field. 3-5 years of experience in institutional sales or relationship management. Strong understanding of financial products/services or industry-specific offerings. Proven track record of achieving sales targets and managing high-value clients. Excellent communication, negotiation, and presentation skills. Ability to analyze data and provide actionable insights. Strong interpersonal skills with a client-centric approach. Proficient in CRM tools and MS Office suite. Lets connect on LinkedIn - www.linkedin.com/in/aneeshkjain Show more Show less