Job Description
JOB DESCRIPTION
Purpose of the Job:
The position is responsible for prospecting and selling AIF products to High-Net-worth Individuals through direct sales efforts and third-party distributors, focusing more upon Institutional sales.
Key responsibilities:
• Ensure effective and smooth relationship with assigned distributors /clients in the region for growth in business.
• Responsible for prospecting and selling AIF products to High-Net-worth Individuals through direct sales efforts and third-party distributors.
• Distribution relationship nurturing and management by continuous engagement and training and other values adds.
• Developing business through consultative engagement with Cluster Managers / Regional Manager & Regional Heads.
• Responsible for achieving Sales Targets
• Experience of Metro Market essential
• Market & industry analysis
Behavioral Competencies:
• Sound relationship management skills.
• Good communicational abilities & negotiation skills.
• Self driven
Role Specific Competencies:
• Should have excellent communication and presentation skills (verbal & written)
• Should have handled a team
Formal Qualifications / Prior Work Exp:
• MBA or C.A with minimum 5-10 years of experience.
• Should have experience in institutional/ private banking / wealth management space
• Metro market handling experience a must
Industry Type: Financial Services (Asset Management)
Department: Sales & Business Development
Employment Type: Full Time, Permanent
Education
UG: Any Graduate
PG: Any Postgraduate, MBA/PGDM in Any Specialization
Purpose of the Job:
The position is responsible for prospecting and selling AIF products to High-Net-worth Individuals through direct sales efforts and third-party distributors, focusing more upon Institutional sales.
Key responsibilities:
• Ensure effective and smooth relationship with assigned distributors /clients in the region for growth in business.
• Responsible for prospecting and selling AIF products to High-Net-worth Individuals through direct sales efforts and third-party distributors.
• Distribution relationship nurturing and management by continuous engagement and training and other values adds.
• Developing business through consultative engagement with Cluster Managers / Regional Manager & Regional Heads.
• Responsible for achieving Sales Targets
• Experience of Metro Market essential
• Market & industry analysis
Behavioral Competencies:
• Sound relationship management skills.
• Good communicational abilities & negotiation skills.
• Self driven
Role Specific Competencies:
• Should have excellent communication and presentation skills (verbal & written)
• Should have handled a team
Formal Qualifications / Prior Work Exp:
• MBA or C.A with minimum 5-10 years of experience.
• Should have experience in institutional/ private banking / wealth management space
• Metro market handling experience a must
Industry Type: Financial Services (Asset Management)
Department: Sales & Business Development
Employment Type: Full Time, Permanent
Education
UG: Any Graduate
PG: Any Postgraduate, MBA/PGDM in Any Specialization
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Manager- (Institutional Sales) PMS & AIF position is now open for candidates interested in the Bank Jobs sector. This role in Ahmedabad offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.