Institutional Sales- Mutual Fund

Ace Recruitment & Placement Consultants Pvt. Ltd.; Mumbai Suburban; On-site; INR 1,200,000 - 2,000,000; Full time

Job summary

A leading recruitment agency in Mumbai is seeking an experienced professional for a full-time role in Institutional Sales. The candidate will drive business growth by managing relationships with institutional investors and achieving sales targets in mutual fund products. Ideal applicants should possess an MBA/CA/CFA and have 8-12 years of experience in the BFSI sector. Strong communication and relationship management skills are essential.

Qualifications

• 8-12 years of experience in Institutional Sales within Mutual Fund / Asset Management / Treasury / BFSI domain.
• Strong network and established relationships with Institutional Investors.
• Deep understanding of mutual fund products and financial markets.

Responsibilities

• Identify and acquire new institutional clients to enhance AUM.
• Build long-term relationships with Treasurers, CIOs, and decision-makers.
• Achieve sales targets across mutual fund products.

Skills

Relationship management

Sales skills

Communication skills

Market intelligence

Negotiation skills

Education

MBA/CA/CFA or equivalent professional qualification

Job description

Role Overview

The incumbent will be responsible for driving institutional business for the Mutual Fund by acquiring, managing, and growing relationships with institutional investors. This includes Domestic Institutions, Corporates, Banks, Family Offices, Pension Funds, and other large investors. The role demands strong relationship management skills, product knowledge, and the ability to deliver investment solutions aligned with client needs.

Key Responsibilities

• Business Development: Identify, target, and acquire new institutional clients to enhance AUM (Assets Under Management).
• Client Relationship Management: Build and nurture long-term relationships with Treasurers, CIOs, Fund Managers, and decision-makers at institutions.
• Sales & Revenue Growth: Achieve sales targets across debt, equity, hybrid, and other mutual fund products.
• Market Intelligence: Track competitive landscape, client investment patterns, and industry trends to provide actionable insights.
• Collaboration: Work closely with product, investment, and operations teams to provide seamless client servicing and customized solutions.
• Compliance & Governance: Ensure adherence to SEBI and AMFI guidelines, as well as internal compliance processes.
• Client Engagement: Organize and participate in investment forums, roadshows, and client events to increase brand visibility and engagement.

Key Requirements

• MBA/CA/CFA or equivalent professional qualification.
• 8–12 years of experience in Institutional Sales within Mutual Fund / Asset Management / Treasury / BFSI domain.
• Strong network and established relationships with Institutional Investors in Mumbai/Western Region.
• Excellent communication, presentation, and negotiation skills.
• Deep understanding of mutual fund products, financial markets, and investment strategies.
• Proven track record of achieving and exceeding sales targets.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Sales and Business Development

Industries

• Banking, Financial Services, and Insurance