AVP/Senior Manager - Institutional Sales

Fiscaleye Private Limited; India; On-site; INR 3,000,000 - 4,600,000; Full time

Benefits offered by this job

Competitive compensation with bonuses

Exposure to institutional client base

Collaborative work environment

Job summary

Fiscaleye Private Limited in Bengaluru seeks an AVP/Senior Manager for Institutional Sales to lead business development and client relationship efforts with Institutional clients, UHNI and HNI. The role focuses on selling mutual funds, PMS, AIF and related products to institutions and high net worth individuals, while expanding PMS offerings to a sophisticated client base.

The candidate should have 3+ years in institutional sales with strong market knowledge and client-facing skills.

Qualifications

• Must have 3+ years in institutional/private clients sales, preferably with mutual funds, PMS or similar products.
• Strong knowledge of financial markets, investment products and portfolio strategies.
• Excellent communication, presentation and interpersonal skills.

Responsibilities

• Develop and execute a comprehensive sales strategy to promote PMS products to corporates, family offices, treasuries, institutional investors, HNIs and UHNIs.
• Cross-sell PMS offerings leveraging existing mutual fund relationships.
• Build, manage, and deepen relationships with institutional clients to achieve long-term goals.
• Prepare and deliver high-quality sales presentations, portfolio reviews, and investment proposals.
• Stay updated on market trends, competitor products, and regulatory developments to position offerings effectively.
• Collaborate with investment and product teams for tailored client solutions.
• Maintain accurate client interaction records and track pipeline progress using CRM tools.
• Drive revenue growth and contribute to AUM and profitability targets.

Skills

Institutional sales

Relationship management

CRM tools

Communication skills

Presentations

Market knowledge

Education

Bachelors in Finance/Business/Economics

MBA or CFA preferred

Tools

CRM software

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

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 companys overall AUM and profitability targets.

Requirements

• investment products.
• Demonstrated success in managing institutional client relationships and achieve sales targets.
• Bachelors degree in Finance, Business, Economics or related field; MBA/CFA preferred.
• 3+ years of experience in institutional and private clients 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. .