Director - Institutional & HNI Sales

Added
12 days ago
Type
Full time
Salary
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Related skills

negotiation client acquisition institutional sales mutual funds investment products
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๐Ÿ“‹ Description

  • Develop and execute sales strategies to acquire and retain institutional investors and HNI/UHNI
  • Drive growth through mutual funds and other investment solutions.
  • Build and maintain relationships with banks, family offices, corporate treasuries, wealth managers
  • Manage a portfolio of key institutional and HNI accounts while ensuring exceptional client
  • Identify new market opportunities and formulate strategies to increase assets under management
  • Lead negotiations, investment discussions, and client presentations with senior stakeholders.

๐ŸŽฏ Requirements

  • 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
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