Job Description:

Role Purpose:

The Head Institutional Sales will be responsible for driving institutional AUM growth, managing key corporate and institutional relationships, and expanding the companys footprint across corporates, banks, insurance companies, pension funds, trusts, and large treasuries.

This is a strategic leadership role with direct ownership of revenue, client acquisition, retention, and team performance.

Key Responsibilities:
Institutional Business Growth

Drive AUM inflows from:
Corporates & PSUs
Banks & Financial Institutions
Insurance Companies
Pension Funds, EPFO
Trusts, Endowments, Family Offices & Large Treasuries
Build and execute institutional sales strategy aligned with overall AMC growth plans.
Identify current mandates, RFPs, and empanelments.
Client Relationship Management
Own and deepen relationships with CFOs, Treasurers, Investment Committees, and Trustees. Lead high-level negotiations, pricing discussions, and mandate closures.
Ensure long-term retention through superior service and portfolio performance communication.
Product & Investment Alignment





Work closely with Investment, Product, and Risk teams to:
Structure customized solutions (debt, liquid, equity, hybrid, PMS/AIF if applicable).
Support product positioning and investor communication.
Represent the AMC in investment presentations, due-diligence meets, and board-level discussions.
Team Leadership & Capability Building:
Build, lead, and mentor a high-performing institutional sales team across geographies.
Set explicit targets, KPIs, and performance metrics.
Drive a culture of compliance, governance, and ethical selling.
Governance, Compliance & Reporting
Ensure adherence to SEBI regulations, internal risk policies, and institutional compliance norms.
Oversee RFP documentation, due diligence responses, and audits.
Provide regular MIS, pipeline, and AUM reports to leadership.

Key Performance Indicators (KPIs):
Net Institutional AUM Growth
Recent Mandates / Empanelments won
Client Retention Rate
Revenue & Fee Yield
Team Productivity & Coverage

📌 Shriram Amc Institutional Sales Head Mumbai
🏢 Acura Solution
📍 Mumbai