Institutional Sales

Institutional and Family Office Relationships | Kolkata |

Role Overview

This is a leadership role. As Institutional Sales professional in Kolkata, you will own AMC's institutional and family office franchise for Kolkata, set its direction, build and lead the team, and be the senior face of AMC with the CFOs, treasurers, trustees and family principals who decide where significant pools of capital go. You will be accountable for growth in AUM and flows, and for the depth and quality of our client relationships.

Key Responsibilities

1. Own the institutional and family office business for the region, set strategy and targets with the Head of Sales, Institutional, and be accountable for AUM and flow growth
2. Build and hold senior relationships with CFOs, treasurers, CIOs, trustees and family principals across banks, insurers, provident and pension trusts, corporates, PSUs and family offices
3. Originate and win new mandates, and grow share of wallet in existing relationships across liquidity, fixed income, equity, hybrid and alternative strategies
4. Build, coach and lead a high performing team of relationship managers, with explicit goals, coverage plans and review rhythms
5. Run a disciplined pipeline, account planning and client review process,



and give leadership accurate forecasts
6. Partner with Fund Management, Product, Operations, Risk and Compliance to design solutions and ensure smooth onboarding, documentation and service for large and complex clients
7. Track competitors, regulation and client investment norms, and bring market and client insight back to Product and leadership
8. Represent AMC at client meetings, industry forums and events, and contribute to the national institutional strategy alongside peers in other regions

What We Are Looking For

1. 14 to 18 years of experience in institutional sales, relationship management or client coverage with an asset manager, bank, insurer or wealth firm, with a record of winning and growing institutional or family office AUM
2. Established relationships with decision makers in the Kolkata and eastern India institutional and family office ecosystem
3. Deep understanding of mutual fund and fixed income products, liquidity and treasury needs, and the regulatory and tax considerations of institutional investors
4. Executive presence, strong negotiation and communication skills, and the credibility to advise senior clients

Role Details Reporting to: Head of Sales, Institutional

📌 Institutional Sales (Kolkata)
🏢 Intellectual Capital HR Consulting
📍 Kolkata