Institutional Rm-mumbai

Institutional Rm-mumbai

31 Jul
|
DSP Investment Managers
|
Mumbai

31 Jul

DSP Investment Managers

Mumbai

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 Knowledge Experience Solid 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

📌 Institutional Rm-mumbai
🏢 DSP Investment Managers
📍 Mumbai

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