Position:
Director - Institutional & HNI Sales
Company:
Not specified
Compensation:
₹30,00,000 - ₹40,00,000 a year
Location:
India, Pune
Employment type:
Full-time
Work Arrangement:
On-site
Short Summary:
We are seeking an accomplished and results-driven Director – Institutional & HNI Sales to lead strategic business development initiatives focused on expanding our institutional and high-net-worth investor base.
Responsibilities:
- Develop and execute sales strategies to acquire and retain institutional investors and HNI/UHNI clients.
- Drive business growth through the distribution of mutual funds and other investment solutions.
- Build and maintain relationships with banks, family offices, corporate treasuries, wealth management firms, distributors, and financial intermediaries.
- Manage a portfolio of key institutional and HNI accounts while ensuring exceptional client servicing.
- Identify new market opportunities and formulate strategies to increase assets under management (AUM) and revenue.
- Lead negotiations, investment discussions, and client presentations with senior stakeholders.
- Collaborate with product, investment, compliance, and operations teams to deliver seamless client experiences.
- Monitor industry trends, competitor activities, and regulatory developments affecting the mutual fund and wealth management industry.
- Lead, mentor, and develop the sales team by setting clear performance objectives and driving a high-performance culture.
- Prepare business forecasts, sales reports, and strategic growth plans for senior leadership.
- Ensure compliance with all applicable regulatory and internal governance standards.
Requirement:
- Strong experience in HNI and UHNI Relationship Management
- Proven expertise in Institutional Sales
- Deep understanding of Mutual Funds and investment products
- Strong business development and client acquisition capabilities
- Excellent relationship management and stakeholder engagement skills
- Knowledge of capital markets, wealth management, and investment advisory
- Strong negotiation, presentation, and communication skills
- Experience managing large investment portfolios and strategic client relationships
- Leadership experience with the ability to build and manage high-performing sales teams
- Strong analytical, commercial, and strategic thinking abilities
Benefits:
Not specified