MUMBAI · FULLTIME
Sr Relationship Manager/Relationship Manager- Institutional Sales
Parag Parikh Financial Advisory Services Ltd.
Mumbai · onsite · Posted 6d ago
Sourced from
Undisclosed3–8 yrsfulltimeMumbai
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Section · 01
About this role
Job Title - Senior Relationship Manager/Relationship Manager- Institutional Sales
Location - New Delhi, Bengaluru Chennai
Job Summary - New Client Acquisition, Existing Client Relationship, Working closely with Institutional MFDs
Job Description- Client Acquisition Relationship Management: Identifying and acquiring new institutional clients, such as banks, pension funds, and insurance companies, and nurturing existing relationships to generate recurring business.
- Sales Strategy Execution: Creating and implementing sales strategies to meet business growth targets and increase market share.
- Product Presentation Education: Conducting presentations, webinars, and meetings to educate clients on the mutual fund offerings and their benefits.
- Market Product Knowledge: Maintaining an in-depth understanding of mutual fund products, market trends, economic indicators, and competitive strategies to provide insightful recommendations.
- Client-Specific Solutions: Assessing client needs and tailoring investment solutions and product offerings to meet their specific investment objectives.
- Collaboration Support: Working with other teams, including investment, marketing, and client servicing, to ensure a seamless client experience.
- Compliance: Adhering to regulatory norms and internal policies to ensure ethical and compliant sales practices.
Quali cation Experience-
- Good understanding and working knowledge of Capital Markets,
- Must have worked with Corporate/ SME clients
- Good Communication and Presentation Skills
- Any Graduate, Preferably with MBA
- NISM VA - Mandatory
Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.
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Section · 02
Skills
Product PresentationMarket TrendsCapital MarketsRelationship ManagerClient AcquisitionClient ServicingSalesNew Client Acquisitionclient relationshipcompliancemarketingInstitutional SalesRelationship Management
Section · Company
About Parag Parikh Financial Advisory Services
Parag Parikh Financial Advisory Services Ltd.
Financial Services
175
employees
1985
41 years old
Mumbai
India
₹7.2L PA avg
Avg at Parag Parikh Financial Advisory Services
About
Parag Parikh Financial Advisory Services Ltd (PPFAS) operates as a mutual fund and financial advisory firm, offering investment management and wealth creation solutions. The company focuses on long-term value investing, transparency, and investor-centric practices. Through its PPFAS Mutual Fund, it provides diverse financial products and services designed to help individuals and institutions achieve sustainable financial growth.
Industries
Financial Services
Employee ratings
10 reviews
3.9/ 5
Culture
4.1
Career growth
3.9
Work-life
4.1
Employees rate it well for
Job Security41Work-Life Balance41
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