Institutional Sales - Mumbai

Invesco MF; Mumbai; On-site; INR 3,000,000 - 5,200,000; Full time

Job summary

Invesco MF is seeking a Senior Manager - Institutional Sales to manage relationships with corporates and institutional clients, and to drive growth across small, mid, and large segments. The role involves liaising with treasuries, coordinating with researchers and fund managers, and presenting fund recommendations and investment ideas.

The candidate should have 5–12 years of relevant experience in AMCs or financial institutions handling institutional clients, with strong knowledge of fixed

Qualifications

• Must have relevant knowledge of Fixed Income & Equity Markets and should be able to gauge the impact of government and RBI policies on markets and mutual fund products and advise the clients accordingly.
• Proactive, adaptable, and with strong communication & persuasion skills.
• Good commercial acumen
• Problem Solving
• Works on assignments of diverse scope and complexity where initiative and independent judgement is required to formulate an appropriate course of action within and outside the context of established policies and procedures
• Uses concepts and abilities and the Firm’s policies and procedures to solve a wide range of difficult problems in imaginative and practical ways
• Leadership
• May lead a small Team or act as a resource for colleagues with less experience
• Leads projects with manageable risks and resource requirements
• Influence and Partnership
• Explains difficult or sensitive information
• Works to build consensus
• May provide process and subject matter advice at more senior levels

Responsibilities

• Develop and maintain relationships with institutional clients.
• Identify new business opportunities and generate leads through proactive outreach and networking efforts.
• Understand the needs and objectives of institutional clients and provide fund recommendations.
• Coordinate with internal teams, including research analysts, Fund managers to deliver timely and relevant market insights and investment ideas to clients.
• Prepare and present proposals, and presentations to prospective clients, highlighting the firm's capabilities and offerings.
• Collaborate with colleagues to develop and implement strategic sales initiatives aimed at growing the firm's institutional client base.
• Stay abreast of market trends, regulatory developments, and competitor activities to ensure a competitive edge in the marketplace.
• Meet or exceed sales targets and performance metrics set by the organization

Skills

Institutional relationships

Lead generation

Communication skills

Persuasion skills

Commercial acumen

Problem solving

Team leadership

Job description

5 - 12 Years

Employee

Job Description

Position:

Senior Manager -Institutional Sales

Position Purpose:

The position will be responsible for handlingcorporates and other Institutional Clients, Liaising with Mid and Large sizetreasuries/Institutional Clients. Responsible for developing, building, andmanaging existing/new relationships for improving the market share andacquiring new set of clients in small, mid, and large segments to improve theoverall AUM.

Principal Accountabilities:

You Will Be Responsible For:

• Developand maintain relationships with institutional clients.


• Identifynew business opportunities and generate leads through proactive outreach andnetworking efforts.


• Understandthe needs and objectives of institutional clients and provide fundrecommendations.


• Coordinatewith internal teams, including research analysts, Fund managers to delivertimely and relevant market insights and investment ideas to clients.


• Prepareand present proposals, and presentations to prospective clients, highlightingthe firm's capabilities and offerings.


• Collaboratewith colleagues to develop and implement strategic sales initiatives aimed atgrowing the firm's institutional client base.


• Stayabreast of market trends, regulatory developments, and competitor activities toensure a competitive edge in the marketplace.


• Meetor exceed sales targets and performance metrics set by the organization

The Experience You Bring:

• Shouldhave existing relationship with key corporates, family offices, anddistributors


• Theincumbent should be well entrenched in the market and well-versed with thecompetition

Should have 5-12 years of relevant experience in AMCor any other financial institution handling Institutional Clients

Knowledge

• Musthave relevant knowledge of Fixed Income & Equity Markets and should beable to gauge the impact of government and RBI policies on markets andmutual fund products and advise the clients accordingly.


• Proactive,adaptable, and with strong communication & persuasion skills.


• Goodcommercial acumen


• ProblemSolving


• Workson assignments of diverse scope and complexity where initiative andindependent judgement is required to formulate an appropriate course ofaction within and outside the context of established policies andprocedures


• Usesconcepts and abilities and the Firm’s policies and procedures to solve awide range of difficult problems in imaginative and practical ways


• Leadership


• Maylead a small Team or act as a resource for colleagues with less experience


• Leadsprojects with manageable risks and resource requirements


• Influenceand Partnership


• Explainsdifficult or sensitive information


• Worksto build consensus


• Mayprovide process and subject matter advice at more senior levels

Preferred Industry Experience:

Candidate with relevant experience in AMC or any otherfinancial institution handling corporates and other institutional clients inthe location

Job Snapshot

Updated Date

24-04-2026

Job ID

Job_3098

Department

Institutional Sales