This role is for one of our clients Industry Staffing and Recruiting Seniority level Mid-Senior level Min Experience 7 years Location Mumbai Kolkata Ahmedabad Bangalore Pune Delhi JobType full-time We are seeking a Senior Institutional Relationship Manager to lead acquisition and engagement of high-value clients across MSMEs large corporates family offices and startup treasuries in major markets including Mumbai Delhi Bangalore Pune Ahmedabad and Kolkata This role focuses on delivering customized treasury investment and liquidity solutions while building long-term trusted relationships with institutional clients You will act as a strategic partner to clients driving growth providing advisory expertise and ensuring their financial objectives are met with tailored solutions Key ResponsibilitiesClient Relationship Management Serve as the primary point of contact for institutional clients including MSMEs corporates family offices and startup treasuries Develop and maintain senior-level relationships with CXOs promoters finance heads and treasury teams Lead negotiations strategic reviews and long-term engagement planning to strengthen client partnerships Business Development Revenue Growth Drive new client acquisition and expand the revenue base across assigned regions Identify growth opportunities cross-sell investment and treasury products and maximize client wallet share Mentor and manage a team of client-facing professionals ensuring high performance and scalable coverage Treasury Investment Advisory Advise clients on liquidity management capital deployment risk optimization and strategic investments Manage client portfolios ensuring alignment with their financial objectives and treasury strategies Collaborate with research investment committees and analysts to provide informed recommendations Market Strategic Insights Monitor market trends regulatory changes and competitor activity to optimize client strategies Provide actionable insights to leadership on market expansion product positioning and client needs Identify emerging client segments innovative treasury solutions and untapped institutional opportunities Qualifications Experience 7-15 years of experience in institutional sales client coverage or treasury advisory Strong understanding of institutional investment requirements MSME and corporate treasury and family office strategies Proven success in client acquisition relationship management and advisory services Experience managing or mentoring client coverage teams is preferred Skilled qualifications CA CFA MBA or equivalent financial credentials Skills Institutional Sales Client Coverage Corporate MSME Relationship Management Family Office UHNI Advisory Treasury Liquidity Solutions Investment Strategy Portfolio Oversight Negotiation Presentation Boardroom Communication We may use artificial intelligence AI tools to support parts of the hiring process such as reviewing applications analyzing resumes or assessing responses These tools assist our recruitment team but do not replace human judgment Final hiring decisions are ultimately made by humans If you would like more information about how your data is processed please contact us