Institutional Sales Manager (Bengaluru)

3 - 5 years

0 Lacs

bengaluru karnataka india

Posted:2 days ago| Platform: Foundit logo

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Skills Required

family office networks mutual fund products capital markets market intelligence macro-economic factors mis sales processes crm fixed income equity

Work Mode

On-site

Job Type

Full Time

Job Description

Institutional Sales Manager (Bengaluru)


We are looking for an

Institutional Sales Manager

to expand DSP's market share and revenue with

family offices, large corporates, and mid-sized clients

. The role focuses on driving sales outcomes, strengthening relationships, and acquiring new investors in the institutional segment.

Key Responsibilities

  • Grow DSP's

    AUM and revenue market share

    with assigned investors
  • Deliver results across

    gross sales, net sales, and market share

    in all asset classes
  • Reactivate existing clients and

    acquire new institutional investors

  • Engage clients through

    data, insights, and regular updates

    (digital or in-person)
  • Advise clients on

    market developments and fund views

    to build recall
  • Use

    MIS, CRM, and market intelligence

    to drive effective sales strategies
  • Share timely feedback on

    competition and market trends

    with leadership

Knowledge & Expertise

  • Strong understanding of

    capital markets (equity and fixed income)

  • Knowledge of

    mutual fund products

    and institutional client needs
  • Familiarity with

    sales processes, macro-economic factors, and family office networks

Skills & Attributes

  • Proven ability to deliver

    superior sales results across market cycles

  • Entrepreneurial mindset with a

    hands-on approach

    to complex deals and clients
  • Strong

    communication, presentation, and relationship management

    skills

Experience & Qualification

  • 3-5 years

    of experience in investment sales, institutional business development, or distribution
  • MBA or equivalent degree (CFA, CWM, or CFP preferred)

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