Regional Manager - Institutional Sales - BFSI

Role Overview:

As an Institutional Sales professional based in Bangalore, you will be responsible for driving revenue growth by acquiring and managing relationships with key institutional clients, including family offices, wealth management firms, and other financial institutions

Key Responsibilities:

• Develop and execute strategic sales plans to acquire new institutional clients and expand existing relationships within the assigned territory.
• Cultivate and maintain strong relationships with key decision-makers at family offices, wealth management firms, and other institutional investors to understand their investment needs and objectives.
• Present and promote the firm's investment products and services, including alternative investments, fixed income, and equity strategies, to prospective and existing clients.
• Prepare and deliver compelling presentations, proposals, and reports to clients, highlighting the firm's investment expertise and track record.

Required Skillset:

• Demonstrated ability to build and maintain strong relationships with institutional clients, including family offices and wealth management firms.
• Proven track record of success in institutional sales, with a strong understanding of investment products and financial markets.
• Bachelor's degree in finance, business administration, or a related field; MBA or CFA preferred.