The Institutional Sales Representative is responsible for developing and managing relationships with institutional buyers, multinational companies, foundations and other large firms
The Institutional Sales Representative will be a key partner in the firms institutional business and will be responsible for generating new business within and outside the country
Main responsibility
Develop and manage relationships with taxation companies.
Create a plan to grow the portfolio of the firm and generate new business
Identify opportunities for cross selling to existing institutional clients
Provide timely market updates on investment opportunities in order to increase client exposure
Maintain detailed knowledge of market conditions and investment products
Develop a pipeline of potential new clients
Work collaboratively across all levels of the firm
Act as a leader within the firm
Act as a liaison between clients, senior executives, sales teams, and outside professionals
Skills & Qualifications
Identifies and cultivates prospects and/or clients.
Initiates and follows up on new business opportunities.
Leads new business meetings and closes sales to institutional investors and consultants.
Leverages the organizations relationship with existing institutional accounts by developing and executing proactive, creative, and ongoing contact initiatives.
Develops and maintains relationships with pension consultants.
Assists in the development and launching of new products.
Acts as a liaison to the investment management groups to ensure active, enthusiastic support of the sales and marketing process.
Ensures that product and sales materials are always updated and focused for the applicable presentation, conference, or opportunity.
Works closely with Goelzer team members to further develop sales opportunities
