Job Title: Institutional Sales Counselor Wealth Management

Location - Mumbai, Bengaluru, Delhi

Role Overview

Our client is seeking a dynamic and relationship-driven Institutional Sales Counselor to manage and grow institutional and corporate treasury relationships. The role involves delivering strategic investment solutions, driving Assets Under Management (AUM) growth, and providing exceptional client experience through consultative selling across Mutual Funds, Fixed Income, Bonds, MLDs, and other treasury products.

The ideal candidate should possess solid institutional sales experience, excellent stakeholder management skills, and deep knowledge of investment products and financial markets.

Key Responsibilities

Institutional Client Acquisition & Business Development

- Identify, acquire, and manage Institutional and Corporate Treasury clients.
- Generate business leads independently and in collaboration with the Wealth Management team.
- Build long-term relationships with corporate clients, trusts, institutions, and treasury teams.
- Achieve assigned AUM growth, revenue, and business acquisition targets.
- Deliver customized investment solutions aligned with client objectives and treasury requirements.

Relationship Management & Account Growth

- Manage and strengthen relationships with existing institutional clients.
- Drive wallet share, AUM expansion, and revenue growth through strategic investment advisory.
- Conduct regular portfolio reviews and recommend suitable investment strategies.
- Ensure high levels of client satisfaction through proactive engagement and superior service delivery.





Product Advisory & Investment Solutions

- Provide advisory across Mutual Funds, Fixed Income Securities, Bonds, Market Linked Debentures (MLDs), and other treasury investment products.
- Collaborate with internal Product, Research, and Investment teams to deliver relevant investment ideas and market insights.
- Present investment proposals, market outlooks, and portfolio recommendations to clients.
- Identify cross-selling opportunities across the organization's investment product portfolio.

Stakeholder Management

- Work closely with Wealth Relationship Managers to acquire and service institutional clients.
- Coordinate with Asset Management Companies (AMCs), Fixed Income partners, and other product providers for product positioning and client servicing.
- Collaborate with Operations, Compliance, and Product teams to ensure smooth execution of transactions.

Compliance & Governance

- Ensure adherence to SEBI, AMFI, RBI, and internal compliance guidelines.
- Maintain high standards of governance, documentation, and regulatory compliance.
- Keep abreast of market developments, regulatory changes, and investment trends.

Desired Candidate Profile

- 6 years plus of experience in Institutional Sales, Corporate Treasury Sales, Institutional Mutual Fund Sales, Fixed Income Sales, or Wealth Management.
- Strong understanding of Mutual Funds, Fixed Income products, Bonds, MLDs, and treasury investment solutions.

- Interested candidates may apply through Naukri or share their updated resume at [email protected]. We look forward to connecting with you! Thanks

📌 Institutional Sales Counselor (Wealth Management) (New Delhi)
🏢 Sketchhr Manpower And Hr Consultancy Services
📍 New Delhi