Institutional Sales

Key Responsibilities · Develop and execute a comprehensive sales strategy to promote PMS products to corporates, family offices, treasuries, institutional investors, HNIs and UHNIs. · Leverage existing relationships in the mutual fund space to cross-sell PMS offerings. · Build, manage, and deepen relationships with institutional clients to achieve long-term partnership goals. · Prepare and deliver high-quality sales presentations, portfolio reviews, and investment proposals. · Stay abreast of market trends, competitor products, and regulatory developments to position offerings effectively. · Collaborate with the investment and product teams for tailor solutions that meet client investment objectives. · Maintain accurate client interaction records and track pipeline progress using CRM tools. · Drive revenue growth and contribute to the company’s overall AUM and profitability targets.