Institutional Relationship Manager-Bangalore

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

Job summary

A financial services company is seeking an Institutional Relationship Manager to manage and grow AUM with Family Offices and corporate clients in Mumbai. Candidates should have 5–7 years of experience in institutional sales, a strong understanding of capital markets, and proven relationship-building skills. The role involves advising clients, driving revenue growth, and maintaining strong relationships in a dynamic market environment.

Qualifications

• 5–7 years of experience managing institutional relationships.
• Strong understanding of capital markets and mutual fund products.
• Experience working with family offices and large corporates.

Responsibilities

• Drive growth in AUM and revenue with institutional clients.
• Manage relationships with Family Offices and corporates.
• Deliver superior sales outcomes and engage clients.

Skills

Strong relationship-building skills

Excellent communication skills

Ability to handle complex client situations

Proven ability to deliver results

Education

MBA or equivalent qualification

CFA / CWM / CFP preferred

Job description

Institutional Relationship Manager – Bangalore

Department: Sales – Institutional

Experience: 5–7 years

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.

Key Responsibilities

• 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

Qualifications

• MBA or equivalent qualification
• CFA / CWM / CFP preferred