Relationship Manager - Institutional Sales - Financial Services

Duties & Responsibilities (List in the order of importance the duties & responsibilities of this job)

- Map the list of Corporate Clients / PSUs / Family Offices /Investment management Firms for Corporate Fixed Deposits and Mutual Fund Proposition

- Manage end to end corporate sales cycle - Prospecting / Presenting Investment Solution Product basket /Convincing key stake holders / Documentation/ After Sales Service

- Retention of Corporate Clients

- Fulfilment of Compliance and Regulatory Requirements

- Adherence to Monthly/ Quarterly / Yearly Sales Plans

- Cross Sell / Introduce Mahindra Finance Car Leasing Proposition to Corporate Clients

- Participate in Cross Sell Initiatives of Company for UHNI Clients