Relationship Manager, Institutional Sale...

PeopleStrong; Bengaluru; On-site; INR 1,100,000 - 1,600,000; Full time

Job summary

PeopleStrong is seeking a Relationship Manager for Institutional Sales in Karnataka. The role focuses on achieving sales targets, expanding the client base, and strengthening relationships with large corporate clients to grow AUM in a competitive market.

The ideal candidate has 5–12 years of experience in financial services, with exposure to mutual fund and institutional sales, and a graduate degree. End date for this posting is 09 March 2027, with responsibilities defined under Institutional

Qualifications

• Graduate with 5–12 years of experience in financial services.
• Experience in mutual fund sales and institutional sales.
• Strong client relationship and market expansion skills.

Responsibilities

• Identify high-potential corporate clients and expand the business base.
• Maintain and grow relationships with top clients to achieve gross sales targets.
• Ensure compliance with SEBI/AMFI rules and internal audits.

Skills

Mutual fund sales

Institutional Sales

Education

Graduate

Job description

Relationship Manager, Institutional Sale...

ABG111767

• Financial Services
• Karnataka

Posted On 10 Sep 2026

End Date 09 Mar 2027

Required Experience 5 - 12 years

Basic Section

No. Of Position 1

Grade 9

Level Manager

Organisational

DEPARTMENT-3 Institutional Sales

Country India

Skill

mutual fund sales Institutional Sales

Graduate

Job Purpose

To achieve the sales target and increase market share, to establish strong relationships, service standards and explore untapped potential clients and to acquire new client base while sustaining business growth consistently.

Job Context/ Job Challenges:
Job Context
Identify new client segment to get business from them to increase gross and net sales.
Has to handle existing clients and increase business output from them by adequate planning and strategy.
Has to have high level of connectivity with large corporate clients and increase service standards, Visibility and goodwill among corporate clients.
Key Challenges for the role are as follows:
Increase the AUM with existing clients and strengthen the relationship with them in the given cut throat market situation. Many new players have already entered and some more are expected to enter this segment shortly.
Availability of competitive products in time in line with the market expectation is a challenge given the fast changing business expectations and new entrant.

Key Result Areas

KRA (Accountabilities) (Max 1325 Characters)

Supporting Actions (Max 1325 Characters)

KRA1 Business Management and achieving the set target Maximize business through top clients through sound relationship.
Conduct business meetings and across the table presentations to corporate clients.
Identify high-end potential clients to expand the business base.

KRA2 Build strong Client Relationship Maintain excellent relationship with existing clients and expansion of key clients
Ensuring high volume of business in the given location/segment to achieve the desired gross sales.
Develop and maintain key corporate clients.

KRA3 Compliance on all regulatory rules Provide strategic support for service excellence and ensure compliance on all regulatory and internal audit requirements
Ensure all SEBI/AMFI rules and regulations are strictly complied.

KRA4 Maintaining MIS & Reporting Update client ownership report every month regularly to state/centre head.
Maintain New client MIS and report to State/centre head
Ensure corporate client database is updated regularly by sales support.