Institutional Sales- Bangalore

3X4 Genetics; Bengaluru; On-site; INR 1,800,000 - 3,200,000; Full time

Job summary

3X4 Genetics is seeking an Institutional Relationship Manager based in Bangalore to drive growth in AUM and revenue with Family Offices and large corporate clients. The role involves managing and expanding institutional relationships, delivering sales outcomes across equity, fixed income and mutual funds, and leveraging CRM and market data to improve effectiveness.

The candidate should have 7–12 years of experience, strong relationship-building skills, and an entrepreneurial mindset to own

Qualifications

• 7–12 years of experience in institutional sales or related roles.
• Strong understanding of equity, fixed income and mutual funds.

Responsibilities

• Drive growth in AUM and revenue with Family Offices and large corporate clients.
• Reactivate dormant relationships and acquire new institutional investors.
• Deliver sales outcomes across equity, fixed income, and mutual funds; engage clients via market updates and meetings.

Skills

Capital markets knowledge

Institutional relationship management

Sales target delivery

Client acquisition

Job description

Institutional Relationship Manager_ Bangalore

Experience: 7- 12 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.
• Skills & 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.