Institutional Sales Manager -Bengaluru

DSP Asset Managers Pvt. Ltd.; Bengaluru; On-site; INR 1,000,000 - 1,500,000; Full time

Job summary

A financial services firm in Bengaluru seeks an experienced Institutional Sales Manager to enhance market share and revenue with family offices and large corporates. The ideal candidate should have 3–5 years of experience in investment sales, a strong background in capital markets, and excellent relationship management skills. This role involves acquiring new clients and advising on market developments.

Qualifications

• 3–5 years of experience in investment sales or institutional business development.
• Strong understanding of capital markets.
• Knowledge of mutual fund products.

Responsibilities

• Grow market share and revenue with assigned investors.
• Deliver results in gross sales and market share.
• Acquire new institutional investors.

Skills

Superior sales results

Communication skills

Relationship management

Presentation skills

Education

MBA or equivalent degree

Job description

Overview

Institutional Sales Manager (Bengaluru)

We are looking for an Institutional Sales Manager to expand DSP’s market share and revenue with family offices, large corporates, and mid-sized clients. The role focuses on driving sales outcomes, strengthening relationships, and acquiring new investors in the institutional segment.

Key Responsibilities

• Grow DSP’s AUM and revenue market share with assigned investors
• Deliver results across gross sales, net sales, and market share in all asset classes
• Reactivate existing clients and acquire new institutional investors
• Engage clients through data, insights, and regular updates (digital or in-person)
• Advise clients on market developments and fund views to build recall
• Use MIS, CRM, and market intelligence to drive effective sales strategies
• Share timely feedback on competition and market trends with leadership

Knowledge & Expertise

• Strong understanding of capital markets (equity and fixed income)
• Knowledge of mutual fund products and institutional client needs
• Familiarity with sales processes, macro-economic factors, and family office networks

Skills & Attributes

• Proven ability to deliver superior sales results across market cycles
• Entrepreneurial mindset with a hands-on approach to complex deals and clients
• Strong communication, presentation, and relationship management skills

Experience & Qualification

• 3–5 years of experience in investment sales, institutional business development, or distribution
• MBA or equivalent degree (CFA, CWM, or CFP preferred)