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Medium competition: metro mid-senior role but niche institutional/HNI specialization limits applicant pool.
High because role requires deep institutional/HNI networks and mutual fund industry expertise.
High due to explicit 7+ years requirement and mandatory institutional/HNI sales expertise.
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Lead business development and sales strategies to grow institutional and HNI/UHNI investor base, focusing on mutual fund distribution and investment products.
Manage and grow key institutional and HNI client portfolios while building long-term partnerships with entities like banks, family offices, and wealth managers.
Lead and mentor a sales team, prepare business forecasts, and ensure compliance with regulatory and internal standards.
7+ years of experience in institutional sales, mutual fund distribution, and HNI relationship management.
Strong knowledge of mutual funds, financial markets, investment products, and capital markets.
Experience leading and managing sales teams with proven business development skills.
Bachelor's degree in Finance, Commerce, Business Administration, Economics, or related field; MBA and financial certifications preferred but not mandatory.
Experienced sales leader with established network in institutional and HNI/UHNI client segments and track record of achieving revenue/AUM growth targets.
Strong commercial acumen with ability to influence senior stakeholders and identify strategic market opportunities.
Able to operate effectively in a fast-paced, target-driven environment with high standards for professionalism and client-centricity.