Head Institutional Sales

Location - Chennai and Bangalore

ROLE OVERVIEW

A leading Mutual Fund company is looking for a seasoned institutional sales qualified to grow its presence in the Chennai market.

This is a high-ownership, high-impact role the incumbent will be the leading and managing all institutional clients in Chennai, spanning Family Offices, large corporates, and mid-sized corporates. The role demands equal depth in new client acquisition and deepening existing relationships .

KEY RESPONSIBILITIES

Client Ownership & Revenue Growth

- Serve as the institutional SPOC for Chennai owning the full client relationship lifecycle from onboarding to portfolio deepening.
- Drive AUM growth and revenue market share across assigned family offices, large corporates, and mid sized corporates in all asset classes.
- Deliver superior gross sales, net sales, and wallet share outcomes consistently across market cycles.

New Client Acquisition

- Proactively identify, prospect, and onboard new institutional clients across the Chennai market with a focus on untapped family office and corporate treasury segments.
- Reactivate lapsed or dormant investor relationships through targeted outreach and tailored engagement strategies.
- Build a strong pipeline by leveraging market intelligence, referrals, and industry networks.

Deepening Existing Relationships

- Maintain active, consultative engagement with existing institutional clients through regular digital and face-to-face interactions, market updates, and bespoke product conversations.
- Advise clients on macro-economic developments,



fund house views, and relevant asset class opportunities ensuring top-of-mind recall for DSP.

Market Intelligence & Collaboration

- Track and share timely, structured feedback on competitor activity, deal structures, and market developments with the Regional Head.
- Leverage MIS, CRM, and market data tools to drive disciplined, data-backed sales activity and pipeline management.

WHAT WE'RE LOOKING FOR

Domain Knowledge

- Solid command of capital markets: equity and fixed income along with a deep understanding of mutual fund products and macro-economic drivers.
- Familiarity with the institutional landscape of Chennai including family office structures, corporate treasury behaviour, and local market dynamics.
- Working knowledge of institutional sales processes, deal structuring, and client governance frameworks.

Competencies & Mindset

- Entrepreneurial and self-driven, comfortable operating as a market owner with minimal hand-holding, especially in ambiguous or complex client/deal situations.
- Demonstrated ability to build deep, trust-based relationships with sophisticated institutional stakeholders.

EXPERIENCE & QUALIFICATIONS

Experience

- 12+ years in institutional investment sales,asset management and business development, with a proven track record in the Chennai, Bangalore or South India market.

Education

MBA or equivalent post-graduate degree in Finance or related field.

Certifications

CFA, CWM, or CFP preferred. AMFI certification required.

you can also share your cv on [email protected]

📌 Head Institutional Sales (Tamil Nadu)
🏢 Qwickly Ventures
📍 Tamil Nadu