Senior Relationship Manager-Key Accounts(Institutional Sales)
Job Title Senior Relationship Manager-Key Accounts(Institutional Sales)
Position Reporting to Regional Head – Institutional Sales
To attain maximum market share from each of the clients mapped to the SRM.
To ensure a high institutional market share in Mumbai.
To activate and acquire new clients to build strong and stable institutional AUM in Mumbai.
To have in depth connectivity and knowledge about existing and new client to sell different products.
Key Responsibility Areas
Increase in no. of clients
Increasing the AUM from clients allocated.
Account Plans and distributor tie-ups
Market intelligence with respect to clients, pricing, products, competition
To tie –up with key distributors in Mumbai to grow institutional market share of the company
Carrying out product analysis and assist in providing relevant analysis of competing schemes/ other economic trends so as to assist all members of institutional team to make more effective sales calls.
Reporting as assigned to the role by CO/ CH/ RH.
Qualification / Experience / Knowledge / Skills
Qualification – MBA/ CA/ MFC/ CFA/Graduation from reputed institute.
Experience – more than 5 years of experience with top AMC market. Having good relations and contacts with top clients and distributors.
Technical Skills – Understanding of MF products, debt markets, operational issues & market updates/connectivity.
Behavioral Skills – Aggressive, good inter-personal skills, good presentation skills, in –depth market and economy knowledge, excellent communication skills.
Internal Most frequent interaction and purpose
Regional Head – Client & market feedback and formulating strategies to increase business/ market share
Product team, Strategy Head (IMC), CH
Registrars / DOFA/ FM (only for reporting) – To provide satisfactory services to their clients
External Most frequent interaction and purpose
Clients/Distributors – To promote our products and to get market feeds
Other AMCs – To get market feeds on placement of funds by clients as also to get market feeds
|Job Category||Senior Relationship Manager-Key Accounts(Institutional Sales)|
|Job Experience||5 to 8 Yrs|