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Job Description
About the job:
About Client: This opening is for a leading supplier of Steel Sheets, Steel Furniture, MS Pipes, Structurals, Shutter Profiles, Welding Electrodes, Abrasives & more in north-east.
Job Summary:
- We are seeking a dynamic and results-driven Institutional Sales Officer to join our team.
- The ideal candidate will be responsible for developing and maintaining relationships with institutional clients, understanding their financial needs, and delivering tailored solutions.
- You will work closely with the sales, trading, and research teams to provide excellent service and achieve sales targets.
- The role requires a deep understanding of financial products and an ability to communicate complex investment strategies to institutional clients.
Key Responsibilities
Client Relationship Management:
- Build, maintain, and nurture relationships with institutional clients, such as pension funds, mutual funds, insurance companies, government agencies, and corporations.
- Act as the primary point of contact for institutional clients, providing regular updates on market developments, product offerings, and portfolio performance.
- Understand clients' investment goals and objectives to propose suitable financial solutions.
Sales and Business Development:
- Promote and sell the company's financial products and services, such as investment management solutions, structured products, bonds, and equities, to institutional investors.
- Identify new business opportunities and drive growth by expanding the client base.
- Negotiate and finalize contracts, ensuring that both the company's and clients' interests are met.
Market Research and Analysis:
- Conduct market research and analyze industry trends to keep clients informed about investment opportunities and risks.
- Collaborate with the internal research and trading teams to create compelling proposals tailored to client needs.
Client Education and Support:
- Provide ongoing education to clients on market trends, investment strategies, and the benefits of the company's products.
- Address client inquiries and resolve issues promptly to ensure client satisfaction and retention.
Sales Reporting and Strategy:
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- Prepare and present detailed sales reports and performance analysis to senior management.
- Contribute to the development and implementation of sales strategies, focusing on institutional clients.
Compliance and Risk Management:
- Ensure all sales activities comply with relevant regulations and company policies.
- Work with compliance teams to maintain up-to-date knowledge of regulations affecting institutional sales and financial products.
Qualifications:
Education:
- Bachelor's degree in Finance, Economics, Business, or a related field.
- A Master's degree or advanced financial certifications (CFA, MBA) is a plus.
Experience:
- Minimum 5+ years of experience in institutional sales, financial services, or investment banking
Skills
Institutional SalesSalesIndustrial SalesBFSI SalesSales StrategyBusiness DevelopmentSalesInstitutional SalesSales ReportingIf an employer asks you to pay any kind of fee, please notify us immediately. Jobaaj does not charge any fee from the applicants and we do not allow other companies also to do so.
Important dates & deadlines?
Application Deadline
23 Dec 25, 03:17 PM IST
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