Key Responsibilities
1. Develop and execute a strategic sales plan to meet revenue targets and drive business growth in the institutional segment.
2. Identify and target potential institutional clients through market research, networking, and cold calling.
3. Build and maintain strong relationships with key decision-makers at institutional clients, including portfolio managers, traders, and research analysts.
4. Understand the investment strategies and objectives of institutional clients and provide tailored solutions to meet their needs.
5. Collaborate with internal teams, including research, trading, and operations, to ensure seamless execution and delivery of services to institutional clients.
6. Stay up-to-date with market trends, regulatory changes, and industry developments that may impact institutional clients.
7. Prepare and deliver presentations, proposals, and reports to institutional clients, highlighting the value proposition and benefits of our services.
8. Negotiate and finalize contracts and agreements with institutional clients, ensuring compliance with internal policies and regulatory requirements.
9. Monitor and analyze sales performance metrics, such as revenue, client retention, and market share, and provide regular reports to management.
10. Maintain a high level of professionalism and ethical conduct in all interactions with institutional clients and adhere to industry best practices.
