Institutional Sales Specialist

About Bequest Group

Bequest is a wealth and asset management company based in DIFC, regulated by DFSA and FSC. They offer specialized Wealth Management, Family Office, and Corporate Advisory services tailored to unique client needs around the world.

Key Responsibilities

• Identify and initiate relationships with Indian Alternative Investment Funds (AIFs), Portfolio Management Services (PMS), offshore institutional investors, family offices, fund-of-funds, private banks, and distribution associates, often through cold outreach.
• Manage the entire sales cycle independently from the initial meeting, through due diligence, to securing the deal and ensuring attainment of assigned targets.
• Maintain a transparent and honest sales pipeline, preferring early communication of weak deals rather than overpromising.
• Develop in-depth knowledge of the funds offered and competitor products to engage effectively with sophisticated investors.
• Represent Bequest professionally in client meetings, roadshows, and industry events.
• Provide founders with candid market feedback including objections, pricing concerns, and product gaps to support continuous improvement.

Candidate Requirements

• A minimum of five years' experience in institutional sales, fund distribution, private banking, or capital raising with demonstrable funds raised.
• Preferably holds a Chartered Accountant (CA) or an MBA degree, demonstrating ability to handle technical discussions confidently.
• Good understanding of Indian capital markets, key market participants, regulatory frameworks, and offshore structuring related to India.
• Strong sales resilience; comfortable with rejection and persistent in pursuit of closures.
• Pre-existing professional relationships in the industry are advantageous.
• Excellent communication skills, both written and spoken, inspiring trust quickly.
• High ethical standards regarding clients' capital and the company's reputation.