Sr. RM - Institutional Sales- Mutual Funds

Sr. RM - Institutional Sales (Delhi)

Client: Leading AMC

Experience: 3-10 years

Job Purpose

The Senior Relationship Manager – Institutional Sales is responsible for achieving assigned sales targets, increasing market share, and driving consistent business growth. The role focuses on acquiring new institutional/corporate clients, deepening relationships with existing clients, maintaining high service standards, and identifying untapped business opportunities across the institutional segment.

Job Responsibilities

1. Business Development & Revenue Growth

· Achieve assigned gross and net sales targets.

· Maximize business from top institutional clients through strong relationship management.

· Conduct client meetings, presentations, and investment discussions with corporate clients.

· Identify high-potential institutional clients to expand the business base.

2. Client Relationship Management

· Build and maintain strong, long-term relationships with existing and prospective institutional clients.

· Grow share of wallet with key clients through cross-selling and upselling of products.

· Ensure high-quality service delivery across the assigned segment/location.

3. Compliance & Governance

· Ensure strict adherence to SEBI, AMFI, and internal compliance guidelines.

· Support internal audits and regulatory requirements with complete documentation and reporting.

· Promote a culture of ethical selling and regulatory compliance.

4. MIS & Reporting

· Update and maintain client ownership reports monthly.

· Prepare and submit new client MIS to the State/Centre Head.

· Ensure institutional client databases are regularly updated in coordination with sales support teams.