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Senior Manager Institutional Sales

Mid-Level: 4 to 6 years
10L - 20L (Per Year)

About the Job


Mutual Funds
institutional sales


• 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.


• 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

About the company

- Human Resource Solutions - Administration - Security Function Karizma Konnect is a next generation knowledge services firm, which stands committed to the success of its partners by making them future ready. We at Karizma Konnect aims to create an ecosystem of business excellence by bringing sharp focus on continuous improvement and operational excellence. Future practices conforming to eme ...Show More

Company Size

51-200 Employees



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