Designation Manager
Vitasta Consulting View all jobs
- Mumbai, Maharashtra
- Permanent
- Full-time
relevant
experienceSkills (if any)Mandatory experience in Mutual Fund / Banking /
Financial Services industryPrior experience in institutional sales or financial
product marketing is essentialinstituteThe role is responsible for driving business development and institutional engagement
across financial institutions including Mutual Funds, PMS, SIF, and AIF Category III
participants. The incumbent will lead strategic onboarding initiatives, strengthen
institutional relationships, and enhance participation on the exchange platform by
delivering compelling value propositions.TotalRelevantWork Exp:Role
Purpose1.Business Development & Client Acquisition- Drive onboarding of Mutual Funds, PMS, SIF, and AIF Category III participants
onto the exchange platform- Identify and develop new institutional client opportunities within the financial
ecosystem- Develop and execute strategies to increase participation and transaction
volumes-Any other institutional participant as and when allowed2. Relationship ManagementJob
Description- Build and maintain strong relationships with key decision-makers (CIOs, Fund
Managers, Compliance Heads, etc.)- Act as a trusted advisor to institutional clients, ensuring long-term engagement- Manage client expectations and ensure high levels of satisfaction3. Client Engagement & Pitching- Deliver impactful presentations and product pitches to prospective and existing
clients- Clearly articulate exchange value propositions, benefits, and competitive
advantages- Represent the organization in industry forums, client meetings, and events4. Onboarding & Client Support- Provide end-to-end onboarding support to institutional clientsInternal- Guide clients through operational, compliance, and platform-related
requirements- Ensure seamless client experience in coordination with internal teams5. MIS & Reporting- Maintain and update client MIS regularly with actionable insights- Track onboarding progress, pipeline, and engagement metrics- Prepare periodic reports for leadership review6. Cross-functional Collaboration- Work closely with internal teams such as operations, compliance, product, and
technology- Ensure timely resolution of client issues and seamless service delivery7. Market Intelligence & Product Understanding- Maintain strong understanding of exchange products, services, and regulatory
landscape- Track industry trends, competitor offerings, and evolving client needs- Provide feedback to product teams for continuous improvementKey Skills & Competencies- Strong institutional sales and relationship management skills- Excellent presentation and stakeholder management capabilities- Deep understanding of financial markets and investment products- Strong analytical and MIS reporting skills- Excellent written and verbal communication- Ability to influence senior stakeholders and drive strategic conversations