Genetic Callnet Consultancy Pvt Ltd.
Website:
geneticcallnet.com
Job details:
Institutional Sales Exchange-Traded Funds (ETFs)
Department: Sales & Business Development
Experience: 4 10 Years
Industry: Asset Management / Mutual Funds / Capital Markets / Financial Services
Employment Type: Full-Time
Location: [Mumbai / Location]
About The Role
We are looking for a results-driven Institutional Sales professional with strong experience in B2B investment product sales and institutional relationship management.
The ideal candidate will have a strong network across corporates, HNIs, family offices, institutional investors, treasury teams, wealth managers, and investment professionals, with the ability to drive ETF distribution, acquire new clients, and grow AUM.
Key Responsibilities
- Develop and manage relationships with corporate clients, HNIs, family offices, institutional investors, and other eligible investors.
- Drive sales and distribution of ETFs and other investment products.
- Identify and acquire new institutional clients while expanding business with existing accounts.
- Build relationships with CFOs, Treasury Heads, Investment Heads, Wealth Managers, Family Office Principals, and other senior decision-makers.
- Understand client investment requirements and recommend appropriate ETF/investment solutions in coordination with internal teams.
- Conduct client meetings, product presentations, market discussions, and investment pitches.
- Generate new business through institutional networking, referrals, industry events, and targeted outreach.
- Achieve sales, revenue, AUM, and client acquisition targets.
- Track market developments, competitor offerings, ETF trends, and opportunities within the capital markets ecosystem.
- Coordinate with Product, Investments, Dealing, Operations, Compliance, and Customer Service teams for smooth client onboarding and execution.
- Maintain an active sales pipeline and provide regular business updates and MIS to management.
- Ensure adherence to SEBI regulations, internal compliance policies, and applicable regulatory guidelines.
Candidate Profile
- Bachelor's degree in Finance, Commerce, Economics, Business Administration, or a related discipline.
- MBA Finance or relevant professional qualification will be an advantage.
- 4 10 years of experience in institutional sales, ETF sales, mutual fund distribution, wealth management, or capital markets.
- Proven experience in B2B sales and institutional relationship management.
- Strong understanding of ETFs, mutual funds, equity markets, debt markets, and investment products.
- Existing network among corporates, HNIs, family offices, institutional investors, treasury teams, or wealth managers will be highly preferred.
- Strong business development, negotiation, presentation, and client acquisition skills.
- Excellent communication, networking, and relationship-building abilities.
- Strong commercial orientation with a demonstrated track record of achieving sales and AUM targets.
Preferred Industry Background
Candidates from the following organisations/functions would be preferred:
- Asset Management Companies (AMCs)
- Mutual Fund Houses
- ETF Sales & Distribution Teams
- Institutional Sales Teams
- Wealth Management / Private Banking
- Capital Markets & Investment Product Distribution
- Family Offices / Institutional Investment Advisory Firms
Preferred Designations / Skills
- Institutional Sales Manager
- ETF Sales Manager
- Institutional Business Development Manager
- Institutional Relationship Manager
- Mutual Fund Institutional Sales Manager
- Corporate Sales Manager Investments
- Institutional Distribution Manager
Key Performance Indicators
- New institutional and corporate client acquisition
- ETF sales volume and AUM growth
- Revenue generation and achievement of sales targets
- Growth of existing client relationships
- Lead-to-client conversion
- Development and management of a strong institutional sales pipeline
Ideal Candidate
A sales-driven investment professional with a strong institutional network and hands-on experience in B2B investment product sales, capable of acquiring and managing corporate, HNI, family office, and institutional relationships while delivering sustainable ETF sales and AUM growth.
Click on Apply to know more.