Institutional Sales – Senior Role
Chennai | Reports to: Regional Head
ROLE OVERVIEW -

Looking for a seasoned institutional sales professional 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 robust 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'

📌 Head of Institutional Sales (Chennai)
🏢 small finance bank
📍 Chennai