Institutional Sales - Senior Relationship Manager

Job Summary

The Senior Relationship Manager (RM) in Institutional Sales will be responsible for managing and expanding relationships with institutional clients. This role requires a strategic approach to sales, client engagement, and portfolio management to drive revenue growth and meet organizational targets. The ideal candidate will have a strong background in institutional sales with proven experience in managing key accounts and delivering results.

Responsibilities

• Develop and maintain strong relationships with institutional clients to understand their needs and provide tailored solutions.
• Identify new business opportunities within the institutional segment to achieve sales targets.
• Manage the sales cycle from prospecting to closing deals, ensuring client satisfaction and retention.
• Collaborate with internal teams to deliver customized products and services that meet client requirements.
• Monitor market trends and competitor activities to inform sales strategies.
• Prepare and present sales reports and forecasts to senior management.

Qualifications

• Bachelor’s degree in Business, Finance, Marketing, or a related field; advanced degrees or certifications are a plus.
• Strong knowledge of institutional sales processes and financial products.
• Excellent communication, negotiation, and interpersonal skills.
• Ability to analyze market data and client information to develop effective sales strategies.
• Proficiency in CRM software and Microsoft Office Suite.
• Strong organizational and time management skills.
• Ability to work independently and as part of a team.

Preferred Skills

• Experience with financial markets and investment products.
• Familiarity with regulatory requirements affecting institutional sales.
• Advanced certifications such as CFA (Chartered Financial Analyst) or similar credentials.

Experience

• 3 to 7 years of experience in institutional sales or relationship management roles.
• Proven track record of meeting or exceeding sales targets in a similar capacity.

Salary

• Fixed salary budgeted between INR 30 to 35 Lakhs per annum.