Relationship Manager - Institutional & Corporate Sales - Bank (2-5 Yrs) Mumbai/Navi Mumbai (B2B/Corporate Sales) by VIRTUOUS ADVISORS RESOURCES PVT LTD

Updazz.com (July-2017 से पंजीकृत) ने 10 दिन पहले इस नौकरी को पोस्ट किया था

About the role: The org. is looking for a Relationship Manager to drive institutional, corporate, and family office business development for a leading investment management platform. The role focuses on acquiring and managing key client relationships while delivering tailored investment solutions. Key Responsibilities: 1. Develop and manage relationships with institutional clients, corporates, and family offices 2. Drive AUM growth through new client acquisition and cross-selling investment products 3. Understand client requirements and recommend suitable mutual fund and investment solutions 4. Conduct product presentations, meetings, and investment discussions with clients 5. Work closely with internal product and investment teams to structure client solutions 6. Track market trends and competitor activity to identify business opportunities 7. Maintain strong service standards and ensure high client engagement and retention Candidate Profile: - 2-5 years of experience in institutional sales, corporate sales, or wealth distribution - Experience selling mutual funds, investment products, or financial solutions - Strong network among corporates, treasuries, institutions, or family offices - Good understanding of financial markets and investment products - Strong communication, presentation, and relationship-building skills - Self-driven with a strong focus on business targets Preferred Background: - Asset Management Companies (ref:updazz.com)

Payroll Type : Permanent