Key responsibilities
Managing Top Institutional Clients in assigned Market and strengthening the
relationship with the CFO's and Treasury Heads of Corporate.
Building strong institutional book by offering product suite in line with the
investment objective of these corporate.
Endeavor to garner Assets upwards of 20% of the assets in the market.
Groom and hand hold a team of RM's to deepen the existing relationship and new
client acquisition from the market.
Organize events for these institutional investors on regular basis to build on higher
mind share and market share from these corporate.
Behavioral Competencies
Good communicational abilities and pleasing personality.
Role Specific Competencies:
Exposure to M.F industry will be added advantage.
Product knowledge.
Market knowledge / extensively networked.
Key account management skills.
Should have an eye for detail.
Should be ready to expand job portfolio horizontally.
Formal Qualifications / Prior Work Exp
MBA with minimum 15 years of work experience.
NISM certification compulsory.
Skills Required
- MBA degree
- Minimum 15 years of work experience
- NISM certification
- Product knowledge
- Market knowledge and extensive professional network
- Key account management skills
- Strong communication skills
- Mutual fund industry experience
- Attention to detail
What We Do
NAMI (the National Alliance on Mental Illness) is the nation’s largest grassroots mental health organization. It works to build better lives for people affected by mental illness through advocacy, education, support, and public awareness. Founded by families, NAMI operates as an alliance of more than 650 local affiliates and 49 state organizations, delivering community-based resources and assistance across communities throughout the United States.
