Institutional Sales Officer
Institutional Sales Officer
Posted on :
08-05-2025
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1 Vacancy
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Job Description
About Client: This opening is for a leading supplier of Steel Sheets Steel Furniture MS Pipes Structurals Shutter Profiles Welding Electrodes Abrasives & more in northeast.
Job Summary:
We are seeking a dynamic and resultsdriven Institutional Sales Officer to join our team. The ideal candidate will be responsible for developing and maintaining relationships with institutional clients understanding their financial needs and delivering tailored solutions. You will work closely with the sales trading and research teams to provide excellent service and achieve sales targets. The role requires a deep understanding of financial products and an ability to communicate complex investment strategies to institutional clients.
Key Responsibilities:
- Client Relationship Management:
- Build maintain and nurture relationships with institutional clients such as pension funds mutual funds insurance companies government agencies and corporations.
- Act as the primary point of contact for institutional clients providing regular updates on market developments product offerings and portfolio performance.
- Understand clients investment goals and objectives to propose suitable financial solutions.
- Sales and Business Development:
- Promote and sell the companys financial products and services such as investment management solutions structured products bonds and equities to institutional investors.
- Identify new business opportunities and drive growth by expanding the client base.
- Negotiate and finalize contracts ensuring that both the company s and clients interests are met.
- Market Research and Analysis:
- Conduct market research and analyze industry trends to keep clients informed about investment opportunities and risks.
- Collaborate with the internal research and trading teams to create compelling proposals tailored to client needs.
- Client Education and Support:
- Provide ongoing education to clients on market trends investment strategies and the benefits of the companys products.
- Address client inquiries and resolve issues promptly to ensure client satisfaction and retention.
- Sales Reporting and Strategy:
- Meet and exceed sales targets by generating revenue from institutional accounts.
- Prepare and present detailed sales reports and performance analysis to senior management.
- Contribute to the development and implementation of sales strategies focusing on institutional clients.
- Compliance and Risk Management:
- Ensure all sales activities comply with relevant regulations and company policies.
- Work with compliance teams to maintain uptodate knowledge of regulations affecting institutional sales and financial products.
Qualifications:
- Education:
- Bachelor s degree in Finance Economics Business or a related field. A Master s degree or advanced financial certifications (CFA MBA) is a plus.
- Experience:
- Minimum 5 years of experience in institutional sales financial services or investment banking.
- Proven track record of managing institutional relationships and achieving sales targets.
- Skills:
- Strong knowledge of financial markets investment products and portfolio management.
- Excellent communication negotiation and interpersonal skills.
- Ability to present complex financial concepts in a clear and compelling manner.
- Analytical mindset with strong problemsolving capabilities.
- Proficiency in Microsoft Office (Excel PowerPoint Word) CRM tools and financial analysis software.
- Personal Attributes:
- Selfmotivated and goaloriented with a proactive approach to identifying new business opportunities.
- Strong organizational skills and attention to detail.
- Ability to work independently and as part of a team.
- High level of integrity and professionalism.
negotiation skills,analytical skills,problem-solving skills,financial analysis software proficiency,compliance and risk management,institutional,business opportunities,sales reporting and strategy,client relationship management,sales and business development,investment products knowledge,interpersonal skills,client education and support,communication skills,financial markets knowledge,portfolio management,institutional sales,market research and analysis,sales,microsoft office proficiency,crm tools proficiency
Employment Type
Full Time
Key Skills
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