~5mo ago

Institutional Relationship Manager

India·MumbaiRemotemid

OtherRelationship Manager

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Quick Summary

Overview

Relationship Manager – Institutional Sales & Family OfficeTeam: Institutional SalesEXPERIENCE7+ years in financial services -asset management, banking, wealth management, broking, or related sectorsRole Overview:We are looking for a professional to manage and grow relationships with institutional…

Technical Tools

OtherRelationship Manager

Relationship Manager – Institutional Sales & Family Office
Team: Institutional Sales

EXPERIENCE
7+ years in financial services -asset management, banking, wealth management, broking, or related sectors

Role Overview:
We are looking for a professional to manage and grow relationships with institutional clients and family offices. The incumbent will be responsible for driving AUM growth, acquiring new institutional mandates, and delivering a best-in-class client experience in their respective market. Candidates with a strong track record of managing institutional or large-pool client relationships across financial services are encouraged to apply.

Key Responsibilities:

Manage and deepen existing relationships with institutional clients including corporates, trusts, family offices, endowments, and HNI/UHNI family pools
Identify and acquire new institutional mandates
Understand client investment objectives and provide suitable product recommendations aligned with DSP's fund offerings
Collaborate with internal investment and product teams to structure solutions for complex institutional requirements
Track market trends, competitor activity, and regulatory developments relevant to institutional flows
Ensure compliance with SEBI regulations and internal risk & compliance frameworks
Represent DSP Mutual Fund at industry forums, client events, and investment committee meetings

What we are looking for

7+ years of experience in financial services- asset management, private banking, wealth management, broking, or allied sectors
Demonstrated track record of managing institutional clients, large corporates, or family office relationships
Strong understanding of investment products across asset classes- mutual funds, fixed income, equity, or equivalent
Existing relationships with institutional investors or family offices in the respective city is a strong advantage
Self-motivated, target-oriented, and capable of working independently
NISM Series V-A certified (preferred); willingness to certify if not already done