Institutional Sales_Mutual Fund

Roles and Responsibilities:

• Responsible for driving & achieving the monthly corporate sales
• Market Mapping, Competition mapping in the geography
• Cross sell new products and offerings, as per the launches from time to
• Proactively identify sales prospects and do business development activities in the
• Coordination with internal teams & various departments to accomplish the task
• Make daily sales calls to develop
• Monitor business growth regularly and maintain consistency in
• Identify and acquire new clients and strengthen relationships with tagged existing
• Efforts shall be to achieve assigned annual targets i.e. Gross, Net Sales, Asset growth, client activation / acquisition etc.
• Monitoring of Sales Metrics and adhering to processes viz. MIS, CRM Platform – Talisma, Activities, Call Reports etc.
• Work within the Compliance and Legal boundaries set by the regulatory bodies and internal framework.