Associate Sales Executive

What are the ongoing responsibilities of Sales Manager- Institutional Sales

• The role will be based at Kolkata location & will report to Head-Institutional Sales, India.
• Responsible for driving & achieving the monthly corporate sales targets.
• Market Mapping, Competition mapping in the geography assigned.
• Cross sell new products and offerings, as per the launches from time to time.
• Proactively identify sales prospects and do business development activities in the region.
• Coordination with internal teams & various departments to accomplish the task assigned.
• Make daily sales calls to develop business.
• Monitor business growth regularly and maintain consistency in sourcing.
• Identify and acquire new clients and strengthen relationships with tagged existing clients.
• 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.

What ideal qualifications, skills & experience would help someone to be successful

• Post Graduate Academic Qualification in Management Field.
• Approx. 8-12 years of sales, preferably in Asset Management Company (Institutional Sales) or BFSI - Corporate Sales.
• High Knowledge and understanding of Financial Markets, especially fixed income.

Licenses And Certifications / Qualifications:

• AMFI/NISM certification (Advisors Module) mandatory
• Any Financial Advisory Linked Qualification - CFP, CFA

Skills And Abilities:

• Strong written and oral communication skills
• Presentation skills
• Perseverance & Patience
• Flexibility & Adaptability
• Self-starter, self-motivated, Go-getter
• Managing the performance objectively.
• Thinking on the feet and be self-driven in resolving problems in hand.