Institutional Relationship Manager - Bangalore
Department: Sales - Institutional
Experience: 6-8 years
Role Purpose To manage and grow AUM and revenue market share with Family Offices and large / mid-sized corporate clients by building strong, long-term institutional relationships and delivering consistent sales outcomes across market cycles.
Key Responsibilities
. Drive growth in AUM, revenue, and market share within the assigned institutional client set
. Manage relationships with Family Offices, large corporates, and mid-sized institutions
. Reactivate dormant relationships and acquire new institutional investors
. Deliver superior sales outcomes across equity, fixed income, and mutual fund products
. Engage clients through regular market updates, product discussions, data-driven insights, and meetings (digital & in-person)
. Advise clients on market developments and fund house views to maintain strong top-of-mind recall
. Leverage CRM, MIS, and market data to track opportunities and improve sales effectiveness
. Share structured feedback on market trends, competition, and client preferences with internal stakeholders
. Develop external market intelligence and strengthen institutional networks
. Knowledge & Experience
. Strong understanding of capital markets (equity & fixed income) and mutual fund products
. Solid grasp of macroeconomic drivers and institutional investment behaviour
. Deep understanding of institutional and family office sales processes
. Experience working with family offices and institutional investors (Mumbai-focused experience preferred)
Skills & Attributes
. Proven ability to deliver results across market cycles
. Strong relationship-building and stakeholder management skills
. Entrepreneurial mindset with ownership of outcomes
. Excellent communication, presentation, and negotiation skills
. Ability to handle complex client situations and transactions Qualifications
. MBA or equivalent qualification
. CFA / CWM / CFP preferred
