Institutional Sales (AMC) Professional

Peoplenest Global Consulting
Department Icon Stock Market Trading Asset & Wealth Management
Posted: 8 months ago
3-4 years
Pune
Stock Market Trading Asset & Wealth Management
work from office
Full Time
Posted: 8 months ago
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Posted over 15 days ago, so the role may have closed. Confirm on the employer's page when you apply, or see similar jobs.

Job Description

We are looking for a dynamic and results-oriented Institutional Sales Professional with strong experience in the Asset Management industry

The ideal candidate will be responsible for acquiring, managing, and growing institutional client relationships, driving AUM growth, and promoting AMC products across assigned territories

Key Responsibilities Client Acquisition & Relationship Management
Identify and acquire new institutional clients including Corporates, PF Trusts, Treasury desks, Family Offices, and other large investors
Build and maintain strong, long-term relationships with key decision-makers
  • Conduct regular meetings, presentations, and product discussions with institutional clients
  • Business Development & Revenue Generation
    Achieve targets related to AUM growth, sales volumes, and client penetration
  • Create and execute territory-specific sales strategies to maximize business opportunities
  • Monitor market trends, competitor activities, and client needs for strategic planning
  • Product Promotion & Advisory
    Promote AMC investment products (Debt, Equity, Hybrid, Liquid, etc) to institutional clients
  • Provide investment updates, portfolio insights, and market intelligence to clients
  • Coordinate with internal product, research, and operations teams to deliver seamless services
  • Reporting & Compliance
    Maintain accurate sales pipelines, MIS reporting, and client tracking tools
  • Ensure compliance with SEBI, regulatory, and internal AMC guidelines
  • Prepare periodic business reports, client reviews, and performance updates
  • Key Skills & Competencies
    Strong understanding of mutual funds, capital markets, and institutional investment requirements
  • Excellent communication, presentation, and negotiation skills
  • Ability to build influential client relationships and meet strict business targets
  • Proactive, self-driven, and comfortable with field sales
  • Strong analytical and problem-solving skills
  • Eligibility Criteria
    Bachelor s degree required; MBA/Finance specialization is preferred
  • 3 4 years of experience in AMC institutional sales or related financial services domain
  • Strong network of institutional clients is an added advantage
  • Willingness to travel across assigned locations

    Compensation
    Salary: 12 15 LPA (based on experience & profile)
    Performance-based incentives applicable as per company policy

    Skills

    Relationship ManagementProduct PromotionPenetrationAnalyticalMarket IntelligenceInstitutional SalesStrategic PlanningAsset Management

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