Deskripsi Pekerjaan
Join PT Invesnow Principal Optima as an Institutional Sales Manager and drive growth in Indonesia's dynamic investment landscape. We seek a results-driven Relationship Manager with 3+ years of experience in institutional sales and investment products. This critical role requires you to build and nurture high-value relationships with institutional clients, including banks, insurance companies, and pension funds, while promoting our diverse range of mutual fund (Reksa Dana) solutions. You'll leverage deep market knowledge to identify client needs, present tailored investment strategies, and achieve ambitious sales targets. This position offers the opportunity to work with a leading investment firm in Jakarta, contributing to financial inclusion while advancing your career in wealth management.
As an Institutional Sales Manager, you'll collaborate with product specialists to develop compelling investment presentations, conduct market analysis, and stay ahead of industry trends. The ideal candidate thrives in fast-paced environments, possesses exceptional communication skills, and demonstrates a proven ability to convert leads into long-term partnerships. We offer competitive compensation, professional development opportunities, and a collaborative culture dedicated to excellence in financial services.
Tanggung Jawab
- Develop and maintain strategic relationships with institutional clients (banks, insurance firms, pension funds)
- Identify new business opportunities and generate qualified leads for mutual fund products
- Present investment solutions and product knowledge to high-net-worth institutional clients
- Analyze market trends and client requirements to customize sales strategies
- Collaborate with product teams to develop compelling investment presentations
- Prepare regular sales forecasts and performance reports for management
- Monitor competitor activities and regulatory changes affecting the investment sector
Kualifikasi
- Minimum 3 years of experience in institutional sales or investment product distribution
- Proven track record of achieving sales targets in financial services
- Strong knowledge of mutual funds (Reksa Dana) and capital markets
- Excellent communication, negotiation, and presentation skills
- Bachelor's degree in Finance, Economics, Business, or related field
- Professional certifications (CFA, CAIA) are highly advantageous
- Fluency in Bahasa Indonesia and English (written and spoken)
- Ability to work independently while collaborating with cross-functional teams