Senior Relationship Manager - Institutional Sales
Location: Mumbai
Experience: 12+ Years
Industry: Asset Management / Mutual Fund Industry

Job Summary

Key Responsibilities
- Manage and grow AUM, revenue, and market share across assigned institutional accounts.
- Acquire new business from Family Offices, Corporate Treasuries, Trusts, and Institutional Investors.
- Strengthen existing relationships and increase wallet share across Equity, Debt, and Hybrid Mutual Fund products.
- Identify and reactivate dormant client relationships.
- Conduct regular meetings with investment committees, family office principals, and treasury heads.
- Provide market intelligence, competitor insights, and client feedback to senior leadership.
- Achieve business targets through a structured and relationship-driven sales approach.
- Maintain accurate CRM records and sales pipeline updates.
- 12+ years of experience in Institutional Sales within an Asset Management Company (AMC).:
- Solid network among Family Offices, Corporate Treasuries, Institutional Investors, and Allocators.




- Deep understanding of Mutual Funds, Capital Markets, Equity, Fixed Income, and Hybrid products.
- Proven track record of institutional mandate acquisition and AUM growth.
- Strong communication, negotiation, and relationship management skills.
- Ability to work independently and drive business growth.

Qualification
- MBA (preferred)
- CFA / CWM / CFP will be an added advantage.

Preferred Background
- Current or prior experience with Asset Management Companies (AMC) is mandatory.:
Pay: ₹1,000,000.00 - ₹2,000,000.00 per year

Application Question(s):
- How many years of experience do you have in Institutional Sales within an Asset Management Company (AMC)?
- Do you have experience handling Institutional Clients such as Family Offices, Corporate Treasuries, Trusts, Banks, or Insurance Companies?

Education:
- Bachelor's (required)

Location:
- Mumbai, Maharashtra (required)

Work Location: In person

📌 Senior Relationship Manager (Mumbai)
🏢 Qwickly
📍 Mumbai