Senior Institutional Relationship Manager – Mumbai

3X4 Genetics; Mumbai; On-site; INR 3,500,000 - 6,500,000; Full time

Job summary

3X4 Genetics in Mumbai seeks a Senior Institutional Relationship Manager with a proven 10+ years track record in managing institutional portfolios. The role focuses on deepening relationships, sourcing new mandates, and driving significant AUM growth while working independently.

You will own client relationships across corporates, insurers, pension funds, and family offices, leading strategic plans and coordinating with internal teams to deliver customized investment solutions.

Qualifications

• 10+ years of direct institutional relationship management experience in asset management or related financial services.
• Proven track record of growing portfolios and achieving revenue/AUM targets.
• Strong understanding of financial markets and institutional investor behavior.

Responsibilities

• Own and manage a portfolio of institutional clients including corporates, insurers, pension funds and family offices.
• Develop and execute strategic plans to expand relationships and acquire new mandates.
• Engage with C-level executives and investment committees to drive allocations.
• Collaborate with research, product and operations teams to deliver tailored investment solutions.
• Monitor market trends and competitor activity to identify growth opportunities.
• Maintain high client retention and drive revenue/AUM growth; act as primary contact for institutions.

Skills

Institutional relationships

Revenue growth

Portfolio management

Executive communication

Education

MBA

CFA

NISM

Job description

Senior Institutional Relationship Manager – Mumbai

Summary:

We are seeking a Senior Institutional Relationship Manager with 10+ years of experience managing institutional relationships. This role is ideal for someone who thrives on directly building and growing institutional portfolios, driving revenue, and owning high-value mandates.

The Senior RM will focus on deepening relationships with key institutional clients, sourcing new mandates, and executing strategies that contribute to significant AUM growth, while operating independently without direct team management responsibilities.

Key Responsibilities:

• Own and manage a portfolio of institutional clients, including corporates, insurance companies, pension funds, family offices, and other institutional allocators
• Develop and execute strategic plans to expand existing relationships and acquire new mandates
• Engage with C-level executives, CIOs, treasury heads, and investment committees to drive allocations
• Collaborate with internal teams (research, product, operations) to deliver tailored investment solutions
• Monitor market trends, competitor activity, and client strategies to identify opportunities for portfolio growth
• Maintain high client retention and drive measurable revenue/AUM growth
• Serve as the primary point of contact for institutional clients, owning the relationship end-to-end

Requirements:

• 10+ years of direct institutional relationship management experience in asset management, mutual funds, PMS, AIFs, or related financial services
• Proven track record of growing portfolios and achieving/exceeding revenue or AUM targets
• Deep understanding of financial markets, products, and institutional investor behavior
• Strong network within corporates, insurance companies, family offices, and other institutional clients
• Excellent stakeholder management skills and ability to influence senior decision makers
• Professional certifications like CFA, CA, MBA, or NISM are a plus