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 current 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
• Leverage CRM, MIS, and market data to track opportunities and improve sales effectiveness
• Share structured feedback on market trends, competition,
and client preferences with internal stakeholders
• Develop external market intelligence and strengthen institutional networks
• 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)
Skills & Attributes
• Proven ability to deliver results across market cycles
• Strong relationship-building and stakeholder management skills
• Entrepreneurial mindset with ownership of outcomes
• Excellent communication, presentation, and negotiation skills
• Ability to handle complex client situations and transactions Qualifications
• MBA or equivalent qualification
• CFA / CWM / CFP preferred