Manager - Institutional Sales

Role Purpose

To manage and grow AUM and revenue market share with Family Offices and large / mid-sized corporate clients by building strong, long-term institutional relationships and delivering consistent sales outcomes across market cycles.

Objectives of the Role:

- Drive growth in AUM, revenue, and market share within the assigned institutional client set Manage relationships with Family Offices, large corporates, and mid-sized institutions

- Reactivate dormant relationships and acquire new institutional investors

- Deliver superior sales outcomes across equity, fixed income, and mutual fund products Engage clients through regular market updates, product discussions, data-driven insights, and meetings (digital & in-person)

- Advise clients on market developments and fund house views to maintain strong top-of-mind recall Leverage CRM, MIS, and market data to track opportunities and improve sales effectiveness

- Share structured feedback on market trends, competition, and client preferences with internal stakeholders

- Develop external market intelligence and strengthen institutional networks Knowledge & Experience Strong understanding of capital markets (equity & fixed income) and mutual fund products

- Solid grasp of macroeconomic drivers and institutional investment behaviour

- Deep understanding of institutional and family office sales processes Experience working with family offices and institutional investors (Mumbai-focused experience preferred)

Skills & Attributes

- Proven ability to deliver results across market cycles

- Strong relationship-building and stakeholder management skills

- Entrepreneurial mindset with ownership of outcomes

- Excellent communication, presentation, and negotiation skills Ability to handle complex client situations and transactions

Years of Experience: 7- 12 years

Qualification: MBA or equivalent qualification CFA / CWM / CFP preferred

Location: Bangalore

Additional Job Description: Open to looking at Wealth management, Corporate banking experience and best fit will be institutional sales