Institutional Sales (Relationship Manager)

3X4 Genetics; Kolkata District; On-site; INR 4,000,000 - 6,000,000; Full time

Job summary

DSP Mutual Fund in Kolkata seeks an experienced Institutional Sales (Relationship Manager) to manage and grow revenue and AUM with family offices and large/midsized corporate clients. The role covers end-to-end client relationships from acquisition to deepening assets.

The incumbent will own the lifecycle, engage clients with market updates and tailored fund house views, and work from the Kolkata market to expand the institutional book.

Qualifications

• Strong knowledge of capital markets (equity and fixed income) and mutual fund products.
• Deep understanding of the sales process and market dynamics.
• Knowledge of the family office and institutional market of Kolkata.
• Proven ability to deliver superior results across market cycles.
• Excellent communication and presentation skills.
• Ability to develop strong, trusting relationships with sophisticated clients.

Responsibilities

• Increase market share and revenue with an assigned set of family offices and large/midsized corporate clients.
• Produce sales results across asset classes in terms of gross and net sales.
• Reactivate dormant relationships and acquire new investors within the family office and corporate segment.
• Engage clients with market updates, meetings and collateral to build a long-term book.
• Advise clients on market developments and fund house views to maintain top-of-mind recall.
• Leverage MIS and CRM data to drive disciplined sales activity and share competitor insights.

Skills

Capital markets knowledge

Sales skills

Communication skills

Presentation skills

Relationship building

Kolkata market knowledge

Job description

Institutional Sales (Relationship Manager)

Posted on 8 Sept 2026

DSP MUTUAL FUND

Institutional Sales (Relationship Manager)

Grade: Senior Manager/AVP

Location: Kolkata

Reports to DVP

Role coverage: Institutional Sales Family Offices & Corporates

ROLE OVERVIEW

The purpose of this role is to manage and increase DSP's revenue and AUM market share with Family Offices, and large and

midsized corporate clients in Kolkata. The incumbent will own the full client relationship lifecycle from new client acquisition

to deepening existing relationships for the assigned institutional book.

KEY RESPONSIBILITIES

Revenue & Market Share Growth

• Increase market share and revenue with an assigned set of investors family offices and large/midsized corporate clients.
• Produce superior sales results in terms of gross sales, net sales, and market share across all asset classes.

Client Acquisition & Engagement

• Reactivate dormant relationships and acquire new investors within the family office and corporate segment.
• Engage clients through sales tools, charts, regular market and product updates, and digital/face-to-face meetings to build a long-term book of assets.
• Advise clients on the latest market developments and fund house views to maintain top of mind recall.
• Leverage MIS, CRM, and other market data to drive effective, disciplined sales activity.
• Share timely feedback on competitor activity and market deals with superiors.
• Develop external market intelligence to strengthen network and support business generation.

WHAT WE'RE LOOKING FOR

Domain Knowledge

• Strong knowledge of capital markets (equity and fixed income), and other financial products.
• Deep understanding of the sales process, macroeconomic variables, and mutual fund products.
• Knowledge of the family office and institutional market of Kolkata.

Skills & Mindset

• Proven ability to deliver superior results across all market cycles.
• Entrepreneurial mindset ready to take initiative and get hands-on, especially with complex deals, clients, or situations.
• Excellent communication and presentation skills.
• Ability to develop strong, trusting relationships with sophisticated clients.

EXPERIENCE & QUALIFICATIONS

Experience either of the following profiles will be considered:

• 7–8 years in direct client / family office coverage, from an AMC background; or