Institutional Sales Job Description
Institutional Sales Duties & Responsibilities
To write an effective institutional sales job description, begin by listing detailed duties, responsibilities and expectations. We have included institutional sales job description templates that you can modify and use.
Sample responsibilities for this position include:
Institutional Sales Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Institutional Sales
List any licenses or certifications required by the position: NISM, AMFI, CFA, AIF, CEBS
Education for Institutional Sales
Typically a job would require a certain level of education.
Employers hiring for the institutional sales job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Finance, Business, MBA, Education, Economics, Accounting, Marketing, Management, Financial Services, Business/Administration
Skills for Institutional Sales
Desired skills for institutional sales include:
Desired experience for institutional sales includes:
Institutional Sales Examples
Institutional Sales Job Description
- Conduct product competitive analysis presentation and present to team
- Pursue CFA designation and active participation in industry/market forums
- Coordinate client contribution and redemptions with PM teams, traders and operations
- Over time, take on client servicing responsibilities which include attending meetings, conferences, representing the company and increasing brand exposure
- Create follow up emails with necessary whitepapers, strategy information to further business opportunities developed at prospect meetings
- Develop value added ideas, improving marketing and sales relationships, and improve product positioning
- A key role to develop and maintain institutional business with pension funds, endowments, financial institutions, statuary boards, family offices etc
- Work closely with the Partners to develop and maintain client relationships in the Asset Management industry in the Asia Pacific region
- Analyse the market landscape, identify business needs and meeting with potential clients
- Support senior management in preparing pitch books, presentations etc
- Strong understanding of the client' strategic issues, risks & objectives
- Ability to interact with clients, including senior level contacts
- Can manage up and down on team / cross group initiatives
- Can serve as a mentor to new analysts
- Self-starter with a vision and proven history of execution
- Clear interest in a sales career
Institutional Sales Job Description
- Business Plan should include a methodological cold calling initiative to establish new relationships with Plan Sponsors who are not currently clients of MSIM
- Understand, analyze and assess needs and realistic opportunities to pursue, while considering the competitive situation
- Provide Satuit support as the internal Satuit expert / librarian
- Assist the sales team on territory support – establish regional and market segment specific email distribution lists, manage and maintain distribution lists ongoing
- Be able to conduct research projects to develop a better insights and understanding of specific market segments and trends
- Assist with email distribution – become the “Bronto” expert, work with sales team to successfully analyze email distribution data to support a more targeted and focused selling effort
- Develop a working knowledge of the investment capabilities/solutions that the institutional sales team markets
- Support the sales team by understanding and utilizing the Money Market Directory (MMD) in defining selling opportunities around specific market segments (Insurance, E&F)
- Attend sales meetings, prepare agendas and materials, and document meeting minutes
- Provide conference support to the sales team with conference planning and follow up
- Good understanding of the Dutch institutional market (key actors
- Across the Netherlands
- Occasional trips outside the country
- Provide Sales Manager and Affiliate Team Lead with monthly recap of activity and
- Well organized and showing initiative
- Established relationship with key U.S. pension plans, endowments, foundations consultants
Institutional Sales Job Description
- Maintain CRM system with client records, activity, and pipeline
- Provide the US institutional sales team with research on existing and prospective investors
- Work directly with clients to schedule calls/appointments
- Act as administrator for sales meeting and other relevant forums
- Manage sales roadshows
- Execute skills based training programs
- Execute knowledge based training programs (e.g., product training, insights, capital markets, competitive landscape)
- Take ownership of and drive sales campaigns for a number of potential clients (start to finish)
- Manage the campaigns for working with Influencers
- Ensure timely follow up on all external actions post prospect calls and meetings across the whole prospect base
- A consultative style with strong analytical and problem solving skills which have been applied in a client-focused environment
- A self-starter with a strong results orientation and the ability to work independently
- A high energy level and drive with an entrepreneurial approach to building and maintaining client relationships
- At least 6 years of Institutional Sales experience in the SEA region
- Strong client connectivity in the SEA region
- 2- 5 years of experience related to Institutional Asset Management industry
Institutional Sales Job Description
- Work with the business team to clearly define enhancements required for clients
- Work closely with the product, client servicing and marketing team
- Grow AUM by offering competitive equity and fixed income investments to institutions having Defined Benefit Plans and/or Defined Contribution Plans
- Use data bases, market research, industry contacts and other sources to prospect and source sales prospects
- Promote and enhance Columbia's profile through participation in industry conferences through the delivery of best practices
- Manage contractual discussions & negotiations with new clients
- Provide client feedback and product development ideas to Product Managers
- Enter all pertinent information, accurately and consistently, into the Institutional sales database and adhere to all Database Management procedures
- Reporting to the Head of Institutional Sales Switzerland, the successful candidate will assume responsibility of prospecting new clients, while also developing existing relationships with selected clients, prospects and their consultants
- Working closely with the ongoing client service teams and portfolio managers to ensure full support to clients with the GSAM relationship
- Understanding of JPM product range & positioning within the competitive landscape
- Bachelor’s degree and relevant sales/marketing experience with an investment management organization or other financial services firm is preferred, proficient with MS Office
- Series 7/63licenses preferred (MSIM will sponsor candidate’s licensing requirements, as necessary)
- Must be extremely detail-oriented and demonstrate exceptional project management skills
- Basic knowledge of capital markets (i.e., stocks, bonds, institutional vs
- Financial services industry experience (investment management and/or mutual funds ideal)
Institutional Sales Job Description
- Organising investment seminars for groups of clients
- Frequent interaction with GSAM portfolio management and strategists
- Provide professional and consistent phone/email coverage to ensure prompt attention to requests/inquiries
- Act as point person to provide client support in the form of proposals, marketing material, event planning, and meeting scheduling with the cooperation of sales, research, and marketing teams
- Manage monthly calendar to ensure minimum of 12 meetings per month with qualified institutional investors
- Maintain and improve a relationship with the existing institutional clients
- Approach to new institutional investors and get a new mandate from them
- Manage sales pitches and RFPs
- Build and maintain a relationship with Consultants
- Oversee client servicing for responsible accounts
- Exceptional level of professionalism including strong team orientation, being open and approachable courteous
- Demonstrated ability to meet or exceed business development objectives in payments industry, or related industries
- Knowledge of e-commerce, fraud prevention, and Credit Card Processing industries strongly preferred
- At least 8-10 years sales/business development experience in asset management or alternative investment firms, with solid understanding of the institutional business in Asia
- Solid understanding of Institutional Investors and a range of asset classes, such as Equity, Fixed Income, Funds and Derivatives
- Hungry to be calling on clients and driving new business