Institutional Sales Exchange-Traded Funds (ETFs)

Department: Sales & Business Development

Experience: 4 10 Years

Industry: Asset Management / Mutual Funds / Capital Markets / Financial Services

Employment Type: Full-Time

Location: [Mumbai / Location]

About The Role We are looking for a results-driven Institutional Sales skilled with strong experience in B2B investment product sales and institutional relationship management.

The ideal candidate will have a strong network across corporates, HNIs, family offices, institutional investors, treasury teams, wealth managers, and investment professionals , with the ability to drive ETF distribution, acquire new clients, and grow AUM.

Key Responsibilities

- Develop and manage relationships with corporate clients, HNIs, family offices, institutional investors, and other eligible investors.
- Drive sales and distribution of ETFs and other investment products.
- Identify and acquire new institutional clients while expanding business with existing accounts.
- Build relationships with CFOs, Treasury Heads, Investment Heads, Wealth Managers, Family Office Principals, and other senior decision-makers.
- Understand client investment requirements and recommend appropriate ETF/investment solutions in coordination with internal teams.
- Conduct client meetings, product presentations, market discussions, and investment pitches.
- Generate new business through institutional networking, referrals, industry events, and targeted outreach.
- Achieve sales, revenue, AUM, and client acquisition targets.
- Track market developments, competitor offerings, ETF trends, and opportunities within the capital markets ecosystem.
- Coordinate with Product, Investments, Dealing, Operations, Compliance, and Customer Service teams for smooth client onboarding and execution.
- Maintain an active sales pipeline and provide regular business updates and MIS to management.
- Ensure adherence to SEBI regulations, internal compliance policies, and applicable regulatory guidelines.

Candidate Profile
- Bachelor's degree in Finance, Commerce,



Economics, Business Administration, or a related discipline.
- MBA Finance or relevant professional qualification will be an advantage.
- 4 10 years of experience in institutional sales, ETF sales, mutual fund distribution, wealth management, or capital markets.
- Proven experience in B2B sales and institutional relationship management.
- Strong understanding of ETFs, mutual funds, equity markets, debt markets, and investment products.
- Existing network among corporates, HNIs, family offices, institutional investors, treasury teams, or wealth managers will be highly preferred.
- Strong business development, negotiation, presentation, and client acquisition skills.
- Excellent communication, networking, and relationship-building abilities.
- Strong commercial orientation with a demonstrated track record of achieving sales and AUM targets.

Preferred Industry Background Candidates from the following organisations/functions would be preferred:

- Asset Management Companies (AMCs)
- Mutual Fund Houses
- ETF Sales & Distribution Teams
- Institutional Sales Teams
- Wealth Management / Private Banking
- Capital Markets & Investment Product Distribution
- Family Offices / Institutional Investment Advisory Firms

Preferred Designations

- Institutional Sales Manager
- ETF Sales Manager
- Institutional Business Development Manager
- Institutional Relationship Manager
- Mutual Fund Institutional Sales Manager
- Corporate Sales Manager Investments
- Institutional Distribution Manager

Key Performance Indicators
- New institutional and corporate client acquisition
- ETF sales volume and AUM growth
- Revenue generation and achievement of sales targets
- Growth of existing client relationships
- Lead-to-client conversion
- Development and management of a strong institutional sales pipeline

Ideal Candidate A sales-driven investment professional with a strong institutional network and hands-on experience in B2B investment product sales , capable of acquiring and managing corporate, HNI, family office, and institutional relationships while delivering sustainable ETF sales and AUM growth.

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