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15/10 Kashbi
Owner at COE Solution

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Sales Role - Professional Clearing Member - Domestic Funds - BFSI (5-10 yrs)

Mumbai Job Code: 348357

For domestic funds

We are seeking an experienced and dynamic Sales Executive to spearhead the growth of our Clearing & Settlement business, particularly focused on domestic funds (Mutual Funds / AIFs) that trade derivatives in India. This individual will be responsible for driving new business development, cultivating relationships with brokers, custodians and CAs and promoting the firm's clearing and settlement solutions. The ideal candidate will have a deep understanding of financial markets, a proven track record in sales within the financial industry, and experience in clearing, settlement, and related operations for domestic funds (Mutual Funds / AIFs)

Key Responsibilities:

- Drive sales and business development efforts for clearing and settlement services related to the domestic funds (Mutual Funds / AIFs) that trade India.

- Develop and execute strategies to acquire new algo funds for the clearing business.

- Conducting client meetings, presentations, and product demonstration to potential clients.

- Build and maintain strong relationships with key stakeholders, including brokers, custodians, CPA and lawyers.

- Provide ongoing support and account management for key clients, ensuring they receive the best possible service.

- Monitor industry trends, competitive landscape, and regulatory changes affecting the clearing and settlement space.

- Work with internal teams to develop marketing materials, presentations, and proposals that highlight the firm's clearing capabilities and value proposition.

- Represent the firm at industry events, conferences, and meetings to promote clearing and settlement services.

- Develop an in-depth understanding of the firm's clearing and settlement infrastructure, its benefits for domestic funds (Mutual Funds / AIFs), and how it can be leveraged to meet the needs of institutional clients.

- Present and explain the firm's offerings in a compelling manner, emphasizing how the firm's technology, risk management, and clearing services differentiate it from competitors.

- Set and achieve sales targets and revenue goals for the clearing business.

- Track performance, report on sales progress, and provide regular updates to senior management.

- Work with internal teams to ensure smooth onboarding and implementation for new clients

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