Responsibilities
- Develop and maintain strong relationships with institutional clients and fund houses.
- Identify and pursue new business opportunities in the institutional equity space.
- Conduct market research and analysis to stay informed about industry trends and competitor activities.
- Support research- led business development by preparing company/sectors briefs, capturing insights, a mapping opportunity to our product use-cases.
- Run outbound and warm- intro workflows end-to-end: outreach, meeting coordination, demo prep support, follow-up summaries and weekly pipeline reporting.
- Collaborate with internal teams to ensure seamless client service and product delivery.
About the Company
Munshot is a finance tech company creating cutting-edge AI technology for investors for research and deployment of capital in public stock markets. The company is based out of Singapore but works with its team remotely from 4 countries - HongKong, India, Singapore, and the USA.
Requirements
- Minimum 1 year of experience in wealth management, mutual funds, asset management, or sales.
- Strong understanding of financial markets, investment products, and client relationship management.
- Excellent communication, presentation, and interpersonal skills.
- Proven ability to build and maintain client relationships and drive sales.
- Currently pursuing an MBA (final year students preferred).
- CFA candidates are preferred.
Pay: ₹300,000.00 - ₹800,000.00 per year
Benefits:
Work Location: Hybrid remote in Mumbai, Maharashtra