Institutional Relationship Manager -Mumbai

Department: Sales - Institutional

Experience: 5-7 years

Role: Purpose To manage and grow AUM and revenue market share with Family Offices and large / mid-sized corporate clients by building strong, long-term institutional relationships and delivering consistent sales outcomes across market cycles.

Key Responsibilities

. Drive growth in AUM, revenue, and market share within the assigned institutional client set
. Manage relationships with Family Offices, large corporates, and mid-sized institutions
. Reactivate dormant relationships and acquire new institutional investors
. Deliver superior sales outcomes across equity, fixed income, and mutual fund products
. Engage clients through regular market updates, product discussions, data-driven insights, and meetings (digital & in-person)
. Advise clients on market developments and fund house views to maintain strong top-of-mind recall
. Share structured feedback on market trends, competition, and client preferences with internal stakeholders
. Develop external market intelligence and strengthen institutional networks

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Knowledge & Experience
. Strong understanding of capital markets (equity & fixed income) and mutual fund products
. Solid grasp of macroeconomic drivers and institutional investment behaviour
. Deep understanding of institutional and family office sales processes
. Experience working with family offices and institutional investors (Mumbai-focused experience preferred)

Qualifications
. MBA or equivalent qualification
. CFA / CWM / CFP preferred