Institutional Relationship Manager

DSP Asset Managers Pvt. Ltd.; Mumbai; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

A financial services firm based in Mumbai is looking for a Relationship Manager to manage and grow relationships with institutional clients and family offices. The ideal candidate will have over 7 years of experience in financial services, specifically in asset management or related sectors. Responsibilities include managing existing client relationships, acquiring new mandates, and ensuring compliance with regulations. Strong knowledge of investment products is required, along with a self-motivated attitude.

Qualifications

• 7+ years of experience in financial services, asset management, or related fields.
• Strong track record of managing institutional clients or family offices.
• NISM Series V-A certification is preferred.

Responsibilities

• Manage and deepen relationships with institutional clients and family offices.
• Identify and acquire new institutional mandates.
• Ensuring compliance with SEBI regulations.

Skills

Client relationship management

Investment product knowledge

Self-motivation

Market trend analysis

Education

Relevant 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