AVP – Institutional Sales
📍 Mumbai/ Delhi/ Bengaluru/ Kolkata
💼 Experience: 7 - 12 Years
- Acquire new institutional clients (Corporates, Banks, Insurance, PF/Trusts, Family Offices).
- Deliver AUM, net sales, and revenue targets across equity, debt, and passive products.
- Manage senior-level relationships (CIOs, CFOs, Treasury Heads, Trustees).
- Provide fund positioning, product presentations, performance commentary, and market insights.
- Ensure seamless servicing, onboarding documentation, and compliance adherence.
- Liaise with Investments, Product, Operations, Legal & Compliance for customized solutions.
- Track pipeline, competitor activities, and prepare business MIS & reviews.