🔔 FCM Loaded

AMC Institutional Sales

Neo Wealth and Asset Management

1 - 4 years

Kolkata

Posted: 11/12/2025

Getting a referral is 5x more effective than applying directly

Job Description

Role : AMC Institutional Sales


Summary: We're looking for a dynamic Sales professional for Mumbai region who will be responsible for developing and executing the sales strategy in alignment with the company's overall goals. Incumbents role involves managing key client relationships and driving growth in assets under management (AUM) within the assigned region. The ideal candidate should have a deep understanding of the asset management industry, a proven track record in sales leadership, and strong regional market knowledge.


Job Responsibilities:

Sales Strategy & Execution:

Develop and implement a comprehensive sales strategy for the said regions to achieve AUM targets.

Identify and pursue new business opportunities, including expansion into new markets within the regio

Monitor market trends, competitive landscape, and client needs to adjust sales strategies accordingly


Client Relationship Management:

Develop and maintain strong relationships with key clients, including institutional investors, financial advisors, and high-net-worth individuals

Ensure high levels of client satisfaction through regular engagement and delivering value-added services


Revenue Growth & AUM Expansion:

Drive revenue growth by increasing sales of the companys asset management products and services

Focus on increasing AUM through strategic initiatives, including new client acquisition and cross-selling to existing clients


Reporting & Analysis:

Prepare regular sales reports, forecasts, and performance analyses for senior management

Use data-driven insights to make informed decisions and adjust strategies as needed


Compliance & Risk Management:

Ensure all sales activities are compliant with regulatory requirements and company policies

Work with the compliance team to stay updated on regulatory changes that may impact sales processes or client relationships


Academic Qualification and Experience:

Qualification Essential: MBA / CA / CFA

1- 4 years of experience in Asset Management or Financial Services


Industry Knowledge, Competency and Skills requirement:

Proven track record of achieving sales targets and driving revenue growth in the regional role

Strong leadership ad team management skills

Deep understanding of financial products, investment strategies, and asset management industry Excellent in Communication, Negotiation and Interpersonal skills

Strategic thinker with strong analytical and problem-solving skill

Ability to build and maintain strong client relationships

Knowledge of regional market

Services you might be interested in

Improve Your Resume Today

Boost your chances with professional resume services!

Get expert-reviewed, ATS-optimized resumes tailored for your experience level. Start your journey now.