Responsibility:

• Identifies and cultivates prospects and/or clients

• Initiates and follows up on new business opportunities.

• Leads new business meetings and closes sales to institutional investors and consultants.

• Leverages the organization’s relationship with new existing institutional accounts by

developing and executing proactive, creative, and ongoing contact initiatives.

• Develops and maintains relationships with advisors and consultants.

• Acts as a liaison to the investment management groups to ensure active, enthusiastic

support of the sales and marketing process.

• Collaborates with the Marketing team on product and sales materials to ensure they are

current and focused for the applicable presentation, conference, or opportunity.

• Works closely with MyLead team members to further develop sales opportunities.

Requirements

• Minimum 5-10+years of professional working experience.

• Relevant experience in Investment/Wealth Management or Financial Services is preferred.

• Must have demonstrated ability to create sales/relationship opportunities with clients,

prospects and consultants in assigned market segments.

• Must have excellent sales skills and in-depth product and broad investment knowledge.

Skills / Other Personal Attributes Required:

• Strong communication and presentation skills

• Ability to work well with a variety of people at all levels of the organization

• Demonstrated ability to close business

• General understanding of the financial markets and investment vehicles

Location- Santacruz, Mumbai