Institutional Sales - Chennai

DSP Investment Managers Pvt Ltd; Chennai; On-site; INR 1,500,000 - 2,500,000; Full time

Benefits offered by this job

Direct access to product and investment teams

Meritocratic, entrepreneurial culture

Opportunity to build a full territory mandate

Job summary

DSP Investment Managers Pvt Ltd is seeking an experienced Institutional Sales – Senior role in Chennai. This position demands 12+ years in institutional investment sales, focusing on managing and growing relationships with institutional clients, including family offices and corporates. The ideal candidate will have strong capital markets knowledge and proven success in client acquisition and relationship building. This is a high-impact role offering the chance to lead in a dynamic market, backed by a reputable investment platform.

Qualifications

• 12+ years of experience in institutional investment sales and business development, with a proven track record in the Chennai market.
• Familiarity with family office structures, corporate treasury behaviour, and local market dynamics.
• AMFI certification required.

Responsibilities

• Manage all institutional clients in Chennai, driving AUM growth and revenue.
• Proactively onboard new institutional clients across family offices and corporations.
• Engage existing clients with market updates and product opportunities.

Skills

Strong command of capital markets

Entrepreneurial and self-driven

Ability to build trust-based relationships

Education

MBA or equivalent post-graduate degree in Finance

CFA, CWM, or CFP preferred

Tools

MIS

CRM

Market data tools

Job description

Institutional Sales – Senior Role

Chennai | Reports to: Regional Head

Role Overview

DSP Mutual Fund is looking for a seasoned institutional sales professional to grow its presence in the Chennai market. This is a high-ownership, high-impact role the incumbent will be the leading and managing all institutional clients in Chennai, spanning Family Offices, large corporates, and mid-sized corporates. The role demands equal depth in new client acquisition and deepening existing relationships.

Key Responsibilities

Client Ownership & Revenue Growth

• Serve as the institutional SPOC for Chennai owning the full client relationship lifecycle from onboarding to portfolio deepening.
• Drive AUM growth and revenue market share across assigned family offices, large corporates, and mid-sized corporates in all asset classes.
• Deliver superior gross sales, net sales, and wallet share outcomes consistently across market cycles.

New Client Acquisition

• Proactively identify, prospect, and onboard new institutional clients across the Chennai market with a focus on untapped family office and corporate treasury segments.
• Reactivate lapsed or dormant investor relationships through targeted outreach and tailored engagement strategies.
• Build a strong pipeline by leveraging market intelligence, referrals, and industry networks.

Deepening Existing Relationships

• Maintain active, consultative engagement with existing institutional clients through regular digital and face-to-face interactions, market updates, and bespoke product conversations.
• Advise clients on macro-economic developments, fund house views, and relevant asset class opportunities ensuring top-of-mind recall for DSP.

Market Intelligence & Collaboration

• Track and share timely, structured feedback on competitor activity, deal structures, and market developments with the Regional Head.
• Leverage MIS, CRM, and market data tools to drive disciplined, data-backed sales activity and pipeline management.

What We’re Looking For

Domain Knowledge

• Strong command of capital markets: equity and fixed income along with a deep understanding of mutual fund products and macro-economic drivers.
• Familiarity with the institutional landscape of Chennai including family office structures, corporate treasury behaviour, and local market dynamics.
• Working knowledge of institutional sales processes, deal structuring, and client governance frameworks.

Competencies & Mindset

• Entrepreneurial and self-driven, comfortable operating as a market owner with minimal hand-holding, especially in ambiguous or complex client/deal situations.
• Demonstrated ability to build deep, trust-based relationships with sophisticated institutional stakeholders.

Experience & Qualifications

• Experience: 12+ years in institutional investment sales and business development, with a proven track record in the Chennai / South India market.
• Education: MBA or equivalent post-graduate degree in Finance or related field.
• Certifications: CFA, CWM, or CFP preferred. AMFI certification required.

Why This Role Stands Out

• You will own the Chennai institutional market not just a portfolio, but a full territory mandate.
• Direct access to product, investment, and research teams to deliver differentiated client solutions.
• A platform built on three decades of investment excellence, with a reputation that opens institutional doors.
• Meritocratic, entrepreneurial culture that rewards initiative, relationships, and results.