AVP/Senior Manager - Institutional Sales

Fiscaleye Private Limited; Bengaluru; On-site; INR 2,500,000 - 4,200,000; Full time

Benefits offered by this job

Competitive compensation with performance-linked incentives

Exposure to a wide institutional client base

Strategic career growth opportunities

Job summary

A growing Portfolio Management Services company in Bengaluru is seeking an experienced AVP/Senior Manager for Institutional Sales. The ideal candidate will have over 3 years of experience in institutional and private client sales, particularly within mutual funds and investment products. You will develop and implement sales strategies, manage client relationships, and contribute to the firm's growth by achieving sales targets. Strong communication skills and a proactive mindset are essential. Competitive compensation with performance incentives offered.

Qualifications

• 3+ years of experience in institutional and private client sales.
• Demonstrated success in achieving sales targets.
• Strong knowledge of financial markets and portfolio strategies.

Responsibilities

• Develop and execute sales strategies for PMS products.
• Build and manage relationships with institutional clients.
• Prepare and deliver sales presentations and proposals.
• Prepare sales presentations, portfolio reviews, and investment proposals.

Skills

Managing institutional client relationships

Sales strategy development

Strong knowledge of investment products

Excellent communication skills

Self-motivated

Education

Bachelor's degree in Finance, Business, or Economics

MBA/CFA preferred

Tools

CRM tools

Job description

AVP/Senior Manager - Institutional Sales in Rajarajeshwari Nagar

Location: Bengaluru

Department: Sales & Distribution

Reports To: Head – Sales & Distribution

Experience Required: 3+ years in Mutual Fund Institutional Sales

We are a fast growing Portfolio Management Services (PMS) company committed to delivering superior investment solutions tailored to the unique needs of our clients. Our expertise lies in managing bespoke portfolios for high-net-worth individuals and institutional clients, driven by research-led, disciplined investment strategies.

Job Summary

We are seeking a dynamic and results-driven AVP/Senior Institutional Business Manager to lead business development and relationship management efforts with Institutional clients, UHNI and HNI. The ideal candidate will bring deep experience in selling mutual fund, PMS, AIF and other investment products to Institutions, UHNI and HNI and will play a key role in expanding our PMS offerings to a sophisticated client base.

Key Responsibilities

• Develop and execute a comprehensive sales strategy to promote PMS products to corporates, family offices, treasuries, institutional investors, HNIs and UHNIs.
• Leverage existing relationships in the mutual fund space to cross-sell PMS offerings.
• Build, manage, and deepen relationships with institutional clients to achieve long-term partnership goals.
• Prepare and deliver high-quality sales presentations, portfolio reviews, and investment proposals.
• Stay abreast of market trends, competitor products, and regulatory developments to position offerings effectively.
• Collaborate with the investment and product teams for tailor solutions that meet client investment objectives.
• Maintain accurate client interaction records and track pipeline progress using CRM tools.
• Drive revenue growth and contribute to the company’s overall AUM and profitability targets.

Requirements

• Demonstrated success in managing institutional client relationships and achieving sales targets.
• Bachelor’s degree in Finance, Business, Economics or related field; MBA/CFA preferred.
• 3+ years of experience in institutional and private client sales, preferably with Mutual Funds, PMS or other.
• Strong knowledge of financial markets, investment products, and portfolio strategies.
• Excellent communication, presentation, and interpersonal skills.
• Self-motivated, with a proactive and client-focused mindset.

What We Offer

• Competitive compensation with performance-linked incentives.
• Exposure to a wide institutional client base and strategic career growth.
• Collaborative and intellectually stimulating work environment.