Talent Profile – Institutional Sales Mumbai Position Grade : Senior Manager Function : Mutual Fund Reports to : Head Institutional Sales Qualifications : Preferable MBA from a reputed Business School with specialization in Finance OR any Financial Post Graduation Work Experience : • Professional, preferably within the top 15 Mutual Fund• Senior Manager – 02 - 08 years of experience in Institutional sales Core Purpose of the Role : • Acquire new
Talent Profile – Institutional Sales Mumbai Position Grade : Senior Manager Function : Mutual Fund Reports to : Head Institutional Sales Qualifications : Preferable MBA from a reputed Business School with specialization in Finance OR any Financial Post Graduation Work Experience : • Professional, preferably within the top 15 Mutual Fund• Senior Manager – 02 - 08 years of experience in Institutional sales Core Purpose of the Role : • Acquire new
Role Objective:Engage and activate mid- and long-tail IFAs (INR 50 L – INR 5 Cr AUM), drive SIP growth, and strengthen partner loyalty through high-touch virtual engagement. Key Responsibilities: Manage ~100–150 IFAs across assigned regional clusters Drive SIPs, folio activations, and campaign participation Run daily calls/WhatsApp/email follow-ups using CRM Share relevant product literature, videos, performance sheets Address queries, share
Role Objective:Engage and activate mid- and long-tail IFAs (INR 50 L – INR 5 Cr AUM), drive SIP growth, and strengthen partner loyalty through high-touch virtual engagement. Key Responsibilities: Manage ~100–150 IFAs across assigned regional clusters Drive SIPs, folio activations, and campaign participation Run daily calls/WhatsApp/email follow-ups using CRM Share relevant product literature, videos, performance sheets Address queries, share
Financial ResponsibilitiesGenerate Home Loan Leads from open market and through different channelsDevelop and Maintain relationship with clients/ builders/ Contractor for repeat business and referralsImplement and Develop Sales activities to achieve targetArrange Loan Events- Organize events/ activities for lead generationHandle Product queries and Service issuesEnsure the achievement of given business targetsComfortable with travel, doing visits and
Financial ResponsibilitiesGenerate Home Loan Leads from open market and through different channelsDevelop and Maintain relationship with clients/ builders/ Contractor for repeat business and referralsImplement and Develop Sales activities to achieve targetArrange Loan Events- Organize events/ activities for lead generationHandle Product queries and Service issuesEnsure the achievement of given business targetsComfortable with travel, doing visits and
Financial ResponsibilitiesGenerate Home Loan Leads from open market and through different channelsDevelop and Maintain relationship with clients/ builders/ Contractor for repeat business and referralsImplement and Develop Sales activities to achieve targetArrange Loan Events- Organize events/ activities for lead generationHandle Product queries and Service issuesEnsure the achievement of given business targetsComfortable with travel, doing visits and
Financial ResponsibilitiesGenerate Home Loan Leads from open market and through different channelsDevelop and Maintain relationship with clients/ builders/ Contractor for repeat business and referralsImplement and Develop Sales activities to achieve targetArrange Loan Events- Organize events/ activities for lead generationHandle Product queries and Service issuesEnsure the achievement of given business targetsComfortable with travel, doing visits and
Financial ResponsibilitiesGenerate Home Loan Leads from open market and through different channelsDevelop and Maintain relationship with clients/ builders/ Contractor for repeat business and referralsImplement and Develop Sales activities to achieve targetArrange Loan Events- Organize events/ activities for lead generationHandle Product queries and Service issuesEnsure the achievement of given business targetsComfortable with travel, doing visits and
Financial ResponsibilitiesGenerate Home Loan Leads from open market and through different channelsDevelop and Maintain relationship with clients/ builders/ Contractor for repeat business and referralsImplement and Develop Sales activities to achieve targetArrange Loan Events- Organize events/ activities for lead generationHandle Product queries and Service issuesEnsure the achievement of given business targetsComfortable with travel, doing visits and
Financial ResponsibilitiesGenerate Home Loan Leads from open market and through different channelsDevelop and Maintain relationship with clients/ builders/ Contractor for repeat business and referralsImplement and Develop Sales activities to achieve targetArrange Loan Events- Organize events/ activities for lead generationHandle Product queries and Service issuesEnsure the achievement of given business targetsComfortable with travel, doing visits and
Financial ResponsibilitiesGenerate Home Loan Leads from open market and through different channelsDevelop and Maintain relationship with clients/ builders/ Contractor for repeat business and referralsImplement and Develop Sales activities to achieve targetArrange Loan Events- Organize events/ activities for lead generationHandle Product queries and Service issuesEnsure the achievement of given business targetsComfortable with travel, doing visits and
Financial ResponsibilitiesGenerate Home Loan Leads from open market and through different channelsDevelop and Maintain relationship with clients/ builders/ Contractor for repeat business and referralsImplement and Develop Sales activities to achieve targetArrange Loan Events- Organize events/ activities for lead generationHandle Product queries and Service issuesEnsure the achievement of given business targetsComfortable with travel, doing visits and
Financial ResponsibilitiesGenerate Home Loan Leads from open market and through different channelsDevelop and Maintain relationship with clients/ builders/ Contractor for repeat business and referralsImplement and Develop Sales activities to achieve targetArrange Loan Events- Organize events/ activities for lead generationHandle Product queries and Service issuesEnsure the achievement of given business targetsComfortable with travel, doing visits and
Financial ResponsibilitiesGenerate Home Loan Leads from open market and through different channelsDevelop and Maintain relationship with clients/ builders/ Contractor for repeat business and referralsImplement and Develop Sales activities to achieve targetArrange Loan Events- Organize events/ activities for lead generationHandle Product queries and Service issuesEnsure the achievement of given business targetsComfortable with travel, doing visits and
Financial ResponsibilitiesGenerate Home Loan Leads from open market and through different channelsDevelop and Maintain relationship with clients/ builders/ Contractor for repeat business and referralsImplement and Develop Sales activities to achieve targetArrange Loan Events- Organize events/ activities for lead generationHandle Product queries and Service issuesEnsure the achievement of given business targetsComfortable with travel, doing visits and
Financial ResponsibilitiesGenerate Home Loan Leads from open market and through different channelsDevelop and Maintain relationship with clients/ builders/ Contractor for repeat business and referralsImplement and Develop Sales activities to achieve targetArrange Loan Events- Organize events/ activities for lead generationHandle Product queries and Service issuesEnsure the achievement of given business targetsComfortable with travel, doing visits and
Financial ResponsibilitiesGenerate Home Loan Leads from open market and through different channelsDevelop and Maintain relationship with clients/ builders/ Contractor for repeat business and referralsImplement and Develop Sales activities to achieve targetArrange Loan Events- Organize events/ activities for lead generationHandle Product queries and Service issuesEnsure the achievement of given business targetsComfortable with travel, doing visits and
Financial ResponsibilitiesGenerate Home Loan Leads from open market and through different channelsDevelop and Maintain relationship with clients/ builders/ Contractor for repeat business and referralsImplement and Develop Sales activities to achieve targetArrange Loan Events- Organize events/ activities for lead generationHandle Product queries and Service issuesEnsure the achievement of given business targetsComfortable with travel, doing visits and
Financial ResponsibilitiesGenerate Home Loan Leads from open market and through different channelsDevelop and Maintain relationship with clients/ builders/ Contractor for repeat business and referralsImplement and Develop Sales activities to achieve targetArrange Loan Events- Organize events/ activities for lead generationHandle Product queries and Service issuesEnsure the achievement of given business targetsComfortable with travel, doing visits and
Financial ResponsibilitiesGenerate Home Loan Leads from open market and through different channelsDevelop and Maintain relationship with clients/ builders/ Contractor for repeat business and referralsImplement and Develop Sales activities to achieve targetArrange Loan Events- Organize events/ activities for lead generationHandle Product queries and Service issuesEnsure the achievement of given business targetsComfortable with travel, doing visits and
Financial ResponsibilitiesGenerate Home Loan Leads from open market and through different channelsDevelop and Maintain relationship with clients/ builders/ Contractor for repeat business and referralsImplement and Develop Sales activities to achieve targetArrange Loan Events- Organize events/ activities for lead generationHandle Product queries and Service issuesEnsure the achievement of given business targetsComfortable with travel, doing visits and
Financial ResponsibilitiesGenerate Home Loan Leads from open market and through different channelsDevelop and Maintain relationship with clients/ builders/ Contractor for repeat business and referralsImplement and Develop Sales activities to achieve targetArrange Loan Events- Organize events/ activities for lead generationHandle Product queries and Service issuesEnsure the achievement of given business targetsComfortable with travel, doing visits and
Financial ResponsibilitiesGenerate Home Loan Leads from open market and through different channelsDevelop and Maintain relationship with clients/ builders/ Contractor for repeat business and referralsImplement and Develop Sales activities to achieve targetArrange Loan Events- Organize events/ activities for lead generationHandle Product queries and Service issuesEnsure the achievement of given business targetsComfortable with travel, doing visits and
Financial ResponsibilitiesGenerate Home Loan Leads from open market and through different channelsDevelop and Maintain relationship with clients/ builders/ Contractor for repeat business and referralsImplement and Develop Sales activities to achieve targetArrange Loan Events- Organize events/ activities for lead generationHandle Product queries and Service issuesEnsure the achievement of given business targetsComfortable with travel, doing visits and
Financial ResponsibilitiesGenerate Home Loan Leads from open market and through different channelsDevelop and Maintain relationship with clients/ builders/ Contractor for repeat business and referralsImplement and Develop Sales activities to achieve targetArrange Loan Events- Organize events/ activities for lead generationHandle Product queries and Service issuesEnsure the achievement of given business targetsComfortable with travel, doing visits and
Financial ResponsibilitiesGenerate Home Loan Leads from open market and through different channelsDevelop and Maintain relationship with clients/ builders/ Contractor for repeat business and referralsImplement and Develop Sales activities to achieve targetArrange Loan Events- Organize events/ activities for lead generationHandle Product queries and Service issuesEnsure the achievement of given business targetsComfortable with travel, doing visits and
Financial ResponsibilitiesGenerate Home Loan Leads from open market and through different channelsDevelop and Maintain relationship with clients/ builders/ Contractor for repeat business and referralsImplement and Develop Sales activities to achieve targetArrange Loan Events- Organize events/ activities for lead generationHandle Product queries and Service issuesEnsure the achievement of given business targetsComfortable with travel, doing visits and
Financial ResponsibilitiesGenerate Home Loan Leads from open market and through different channelsDevelop and Maintain relationship with clients/ builders/ Contractor for repeat business and referralsImplement and Develop Sales activities to achieve targetArrange Loan Events- Organize events/ activities for lead generationHandle Product queries and Service issuesEnsure the achievement of given business targetsComfortable with travel, doing visits and
Financial ResponsibilitiesGenerate Home Loan Leads from open market and through different channelsDevelop and Maintain relationship with clients/ builders/ Contractor for repeat business and referralsImplement and Develop Sales activities to achieve targetArrange Loan Events- Organize events/ activities for lead generationHandle Product queries and Service issuesEnsure the achievement of given business targetsComfortable with travel, doing visits and
Financial ResponsibilitiesGenerate Home Loan Leads from open market and through different channelsDevelop and Maintain relationship with clients/ builders/ Contractor for repeat business and referralsImplement and Develop Sales activities to achieve targetArrange Loan Events- Organize events/ activities for lead generationHandle Product queries and Service issuesEnsure the achievement of given business targetsComfortable with travel, doing visits and
Financial ResponsibilitiesGenerate Home Loan Leads from open market and through different channelsDevelop and Maintain relationship with clients/ builders/ Contractor for repeat business and referralsImplement and Develop Sales activities to achieve targetArrange Loan Events- Organize events/ activities for lead generationHandle Product queries and Service issuesEnsure the achievement of given business targetsComfortable with travel, doing visits and
Financial ResponsibilitiesGenerate Home Loan Leads from open market and through different channelsDevelop and Maintain relationship with clients/ builders/ Contractor for repeat business and referralsImplement and Develop Sales activities to achieve targetArrange Loan Events- Organize events/ activities for lead generationHandle Product queries and Service issuesEnsure the achievement of given business targetsComfortable with travel, doing visits and
Financial ResponsibilitiesGenerate Home Loan Leads from open market and through different channelsDevelop and Maintain relationship with clients/ builders/ Contractor for repeat business and referralsImplement and Develop Sales activities to achieve targetArrange Loan Events- Organize events/ activities for lead generationHandle Product queries and Service issuesEnsure the achievement of given business targetsComfortable with travel, doing visits and
Financial ResponsibilitiesGenerate Home Loan Leads from open market and through different channelsDevelop and Maintain relationship with clients/ builders/ Contractor for repeat business and referralsImplement and Develop Sales activities to achieve targetArrange Loan Events- Organize events/ activities for lead generationHandle Product queries and Service issuesEnsure the achievement of given business targetsComfortable with travel, doing visits and
Financial ResponsibilitiesGenerate Home Loan Leads from open market and through different channelsDevelop and Maintain relationship with clients/ builders/ Contractor for repeat business and referralsImplement and Develop Sales activities to achieve targetArrange Loan Events- Organize events/ activities for lead generationHandle Product queries and Service issuesEnsure the achievement of given business targetsComfortable with travel, doing visits and
Financial ResponsibilitiesGenerate Home Loan Leads from open market and through different channelsDevelop and Maintain relationship with clients/ builders/ Contractor for repeat business and referralsImplement and Develop Sales activities to achieve targetArrange Loan Events- Organize events/ activities for lead generationHandle Product queries and Service issuesEnsure the achievement of given business targetsComfortable with travel, doing visits and
Financial ResponsibilitiesGenerate Home Loan Leads from open market and through different channelsDevelop and Maintain relationship with clients/ builders/ Contractor for repeat business and referralsImplement and Develop Sales activities to achieve targetArrange Loan Events- Organize events/ activities for lead generationHandle Product queries and Service issuesEnsure the achievement of given business targetsComfortable with travel, doing visits and
Financial ResponsibilitiesGenerate Home Loan Leads from open market and through different channelsDevelop and Maintain relationship with clients/ builders/ Contractor for repeat business and referralsImplement and Develop Sales activities to achieve targetArrange Loan Events- Organize events/ activities for lead generationHandle Product queries and Service issuesEnsure the achievement of given business targetsComfortable with travel, doing visits and
Financial ResponsibilitiesGenerate Home Loan Leads from open market and through different channelsDevelop and Maintain relationship with clients/ builders/ Contractor for repeat business and referralsImplement and Develop Sales activities to achieve targetArrange Loan Events- Organize events/ activities for lead generationHandle Product queries and Service issuesEnsure the achievement of given business targetsComfortable with travel, doing visits and
Financial ResponsibilitiesGenerate Home Loan Leads from open market and through different channelsDevelop and Maintain relationship with clients/ builders/ Contractor for repeat business and referralsImplement and Develop Sales activities to achieve targetArrange Loan Events- Organize events/ activities for lead generationHandle Product queries and Service issuesEnsure the achievement of given business targetsComfortable with travel, doing visits and
Financial ResponsibilitiesGenerate Home Loan Leads from open market and through different channelsDevelop and Maintain relationship with clients/ builders/ Contractor for repeat business and referralsImplement and Develop Sales activities to achieve targetArrange Loan Events- Organize events/ activities for lead generationHandle Product queries and Service issuesEnsure the achievement of given business targetsComfortable with travel, doing visits and
Financial ResponsibilitiesGenerate Home Loan Leads from open market and through different channelsDevelop and Maintain relationship with clients/ builders/ Contractor for repeat business and referralsImplement and Develop Sales activities to achieve targetArrange Loan Events- Organize events/ activities for lead generationHandle Product queries and Service issuesEnsure the achievement of given business targetsComfortable with travel, doing visits and
Financial ResponsibilitiesGenerate Home Loan Leads from open market and through different channelsDevelop and Maintain relationship with clients/ builders/ Contractor for repeat business and referralsImplement and Develop Sales activities to achieve targetArrange Loan Events- Organize events/ activities for lead generationHandle Product queries and Service issuesEnsure the achievement of given business targetsComfortable with travel, doing visits and
Financial ResponsibilitiesGenerate Home Loan Leads from open market and through different channelsDevelop and Maintain relationship with clients/ builders/ Contractor for repeat business and referralsImplement and Develop Sales activities to achieve targetArrange Loan Events- Organize events/ activities for lead generationHandle Product queries and Service issuesEnsure the achievement of given business targetsComfortable with travel, doing visits and
Financial ResponsibilitiesGenerate Home Loan Leads from open market and through different channelsDevelop and Maintain relationship with clients/ builders/ Contractor for repeat business and referralsImplement and Develop Sales activities to achieve targetArrange Loan Events- Organize events/ activities for lead generationHandle Product queries and Service issuesEnsure the achievement of given business targetsComfortable with travel, doing visits and
Financial ResponsibilitiesGenerate Home Loan Leads from open market and through different channelsDevelop and Maintain relationship with clients/ builders/ Contractor for repeat business and referralsImplement and Develop Sales activities to achieve targetArrange Loan Events- Organize events/ activities for lead generationHandle Product queries and Service issuesEnsure the achievement of given business targetsComfortable with travel, doing visits and
Financial ResponsibilitiesGenerate Home Loan Leads from open market and through different channelsDevelop and Maintain relationship with clients/ builders/ Contractor for repeat business and referralsImplement and Develop Sales activities to achieve targetArrange Loan Events- Organize events/ activities for lead generationHandle Product queries and Service issuesEnsure the achievement of given business targetsComfortable with travel, doing visits and
Job Description:The employee will be responsible for creating a local distribution network for the distributionof home loans through 'contact points' and direct marketing activities such as self-construction site visits, pamphlet distribution and other activity. They will be responsible forcreation/empanelment of contact points. These contact points are generally the first pointsof enquiry for a person looking to build or buy a home and include cement
Job Description:The employee will be responsible for creating a local distribution network for the distributionof home loans through 'contact points' and direct marketing activities such as self-construction site visits, pamphlet distribution and other activity. They will be responsible forcreation/empanelment of contact points. These contact points are generally the first pointsof enquiry for a person looking to build or buy a home and include cement
Sales Relationship Manager JOB PURPOSETo drive AMC business growth by building strong channel partner relationships, enabling sales performance, and ensuring operational excellence across mutual fund and portfolio services. KEY RESPONSIBILITIES Functional Responsibility • Strategic Planning & Execution: Develop and implement effective sales strategies and a business plan to expand the company's presence and achieve revenue goals.• Sales
Sales Relationship Manager JOB PURPOSETo drive AMC business growth by building strong channel partner relationships, enabling sales performance, and ensuring operational excellence across mutual fund and portfolio services. KEY RESPONSIBILITIES Functional Responsibility • Strategic Planning & Execution: Develop and implement effective sales strategies and a business plan to expand the company's presence and achieve revenue goals.• Sales
Functional Responsibility :- • Strategic Planning & Execution: Develop and implement effective sales strategies and a business plan to expand the company's presence and achieve revenue goals.• Sales Performance & Analysis: Own the territory's revenue, track performance metrics, analyze sales data, and provide insights for continuous improvement.• Client Relationship Management: Build and nurture strong relationships with key accounts, addressing client
Functional Responsibility :- • Strategic Planning & Execution: Develop and implement effective sales strategies and a business plan to expand the company's presence and achieve revenue goals.• Sales Performance & Analysis: Own the territory's revenue, track performance metrics, analyze sales data, and provide insights for continuous improvement.• Client Relationship Management: Build and nurture strong relationships with key accounts, addressing client