Manager- Financial Institution Marketing

Key Responsibilities

1. Business Development & Client Acquisition

• Drive onboarding of Mutual Funds PMS SIF and AIF Category III clients onto the platform
• Identify and develop new institutional client opportunities
• Increase participation and transaction volumes
• Engage with other eligible institutional participants as applicable

2. Relationship Management

• Build and maintain relationships with key stakeholders (CIOs Fund Managers Compliance Heads etc.)
• Act as a trusted advisor to clients
• Ensure high levels of client satisfaction and long-term engagement

3. Client Engagement & Pitching

• Deliver presentations and product pitches to clients
• Clearly communicate value proposition and benefits of the platform
• Represent the organization in meetings events and forums

4. Onboarding & Client Support

• Provide end-to-end onboarding support
• Guide clients on operational compliance and platform-related processes
• Ensure smooth client experience by coordinating with internal teams

5. MIS & Reporting

• Maintain and update client MIS
• Track onboarding progress pipeline and engagement metrics
• Prepare reports for management review

6. Cross-functional Collaboration

• Work closely with operations compliance product and technology teams
• Ensure timely resolution of client issues

7. Market Intelligence & Product Understanding

• Stay updated on exchange products services and regulations
• Track market trends competitors and client needs
• Share feedback with internal teams for product improvement

Key Skills & Competencies

• Strong Institutional Sales and Relationship Management skills
• Excellent presentation and stakeholder management abilities
• Good understanding of financial markets and investment products
• Strong analytical and MIS/reporting skills
• Excellent communication (written and verbal)
• Ability to influence senior stakeholders and drive strategic discussion