Senior Consultant at Insignia Search LLP
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Institutional Sales Role - Mutual Fund (5-15 yrs)
- Increase AUM, Gross and Net Sales, and Market Share of HDFC AMC
- Strengthening the relationship with the Institutional Client and increase our wallet share
- New Corporate Clients Acquisition for Mutual Fund investments
- Managing relationships with the Corporate Distributors and Peers across industry
- Monitoring the servicing of clients with regards to their payments, redemptions, and specific queries
- Providing the acquired clients portfolio updates on the mutual fund investments on regular basis
Knowledge & Essential Skills :
- Ability to think through & implement necessary strategies to insure healthy shares in the region
- Relationship skills necessary to manage Institutional Clients and Distributors
- In-depth knowledge of MF industry, products & Financial Markets (Equity / Debt / ETFs)
- High Enthusiasm & Aggression
- Ability to work in a team
- Pleasing personality & an excellent communication skills
Academics:
Minimum Qualification: Full-time Graduation; MBA (Finance / Marketing)
Remarks :
Prior experience in financial services industry in Institutional/SME segment will be an added advantage.
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