Institutional Relationship Manager

DSP Investment Managers Pvt Ltd; Mumbai; On-site; INR 1,000,000 - 1,500,000; Full time

Job summary

A leading financial services firm in Mumbai seeks a Relationship Manager for Institutional Sales to manage and enhance relationships with institutional clients and family offices. The role involves driving AUM growth and acquiring new mandates while ensuring compliance with regulations. Candidates should have 7+ years of experience in financial services, a proven track record in managing institutional relationships, and a strong understanding of investment products.

Qualifications

• 7+ years of experience in financial services including asset management and wealth management.
• Strong track record in managing institutional clients or family office relationships.
• Understanding of mutual funds, fixed income, and equity investment products.

Responsibilities

• Manage and deepen relationships with institutional clients and family offices.
• Identify and secure new institutional mandates.
• Provide investment product recommendations based on client needs.

Skills

Client relationship management

Target orientation

Investment product understanding

Financial services experience

Education

NISM Series V-A certification

Job description

Relationship Manager – Institutional Sales & Family Office

Team: Institutional Sales

EXPERIENCE
7+ years in financial services - asset management, banking, wealth management, broking, or related sectors

Role Overview:
We are looking for a professional to manage and grow relationships with institutional clients and family offices. The incumbent will be responsible for driving AUM growth, acquiring new institutional mandates, and delivering a best-in-class client experience in their respective market. Candidates with a strong track record of managing institutional or large-pool client relationships across financial services are encouraged to apply.

Key Responsibilities

• Manage and deepen existing relationships with institutional clients including corporates, trusts, family offices, endowments, and HNI/UHNI family pools
• Identify and acquire new institutional mandates
• Understand client investment objectives and provide suitable product recommendations aligned with DSP's fund offerings
• Collaborate with internal investment and product teams to structure solutions for complex institutional requirements
• Track market trends, competitor activity, and regulatory developments relevant to institutional flows
• Ensure compliance with SEBI regulations and internal risk & compliance frameworks
• Represent DSP Mutual Fund at industry forums, client events, and investment committee meetings

What we are looking for

• 7+ years of experience in financial services- asset management, private banking, wealth management, broking, or allied sectors
• Demonstrated track record of managing institutional clients, large corporates, or family office relationships
• Strong understanding of investment products across asset classes- mutual funds, fixed income, equity, or equivalent
• Existing relationships with institutional investors or family offices in the respective city is a strong advantage
• Self-motivated, target-oriented, and capable of working independently
• NISM Series V-A certified (preferred); willingness to certify if not already done