Institutional Sales - Senior Role
Chennai | Reports to: Regional Head
DSP Mutual Fund is 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 .
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 strong 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.
Domain Knowledge
- Strong command of capital markets: equity and fixed income along with a deep understanding of mutual fund products and macro-economic drivers.
- Familiarity with the institutional landscape of Chennai including family office structures, corporate treasury behaviour, and local market dynamics.
- Working knowledge of institutional sales processes, deal structuring, and client governance frameworks.
Competencies & Mindset
- Entrepreneurial and self-driven, comfortable operating as a market owner with minimal hand-holding, especially in ambiguous or complex client/deal situations.
- Demonstrated ability to build deep, trust-based relationships with sophisticated institutional stakeholders.
Experience | 12+ years in institutional investment sales and business development, with a proven track record in the Chennai / South India market. |
Education | MBA or equivalent post-graduate degree in Finance or related field. |
Certifications | CFA, CWM, or CFP preferred. AMFI certification required. |
- You will own the Chennai institutional market not just a portfolio, but a full territory mandate.
- Direct access to product, investment, and research teams to deliver differentiated client solutions.
- A platform built on three decades of investment excellence, with a reputation that opens institutional doors.
- Meritocratic, entrepreneurial culture that rewards initiative, relationships, and results.