Institutional Sales

2 weeks ago

Agra, India Antal International Full time

Job Title: Cluster Manager – Financial InstitutionsLocation: Delhi, NCRCompany: Leading NBFCAbout the RoleWe are looking for a seasoned professional to lead our Institutional Sales function for the Delhi cluster. In this role, you will be responsible for acquiring, mobilising, and managing deposit and investment relationships with financial institutions, banks, NBFCs, family offices, and large / mid corporates. You will also cross‑sell the company’s suite of asset & treasury products and act as a trusted advisor to treasury/CFO stakeholders.Key ResponsibilitiesAcquire and mobilise investments and deposits from FIs, large / mid corporates, NBFCs, banks, family officesManage & deepen relationships with existing institutional and corporate clientsUnderstand client needs and structure relevant financing / investment solutions (deposits, bonds, CPs, mutual funds, corporate lending)Engage directly with CFOs, treasurers, and institutional decision makersBe well versed in Fixed Income, and be able to carry high‑level conversations with treasury teamsUnderstand LRS, AOP usage and investment objectives for large / mid corp & FI clientsIdentify and manage distribution / advisory channels to source institutional allocationsStrategize to turn institutional relationships into allocations across company / subsidiariesCoordinate internal delivery, service & compliance for client requests / service requests (SRs)Monitor market trends, regulatory shifts, competitor moves, and feed intelligence into business strategyTravel regularly for client visits, face time, and networkingSupport commercial lending origination via treasury relationships or market intelligenceEnsure compliance with regulatory and internal frameworks in all transactionsQualifications & ExperienceBachelor’s / Master’s degree (Finance, MBA, or equivalent)NISM Series VA Certification or equivalent (for mutual fund / distribution validity)Minimum 7 years’ experience in institutional / corporate / treasury sales, ideally in a bank, NBFC, mutual fund or institutional distribution setupStrong understanding of financial markets (equity, debt), treasury operations, cash / liquidity managementExcellent relationships or network in the finance / treasury / corporate worldProven track record of sourcing institutional / corporate investments / liabilitiesSkills & CompetenciesStrong analytical skills and financial acumenExcellent negotiation, presentation, and relationship skillsAbility to manage complex deals, structure proposals and close strategicallyInitiative, drive, and ability to work independentlyCollaboration skills — working with product, legal, compliance, operations teamsHigh integrity and understanding of financial / regulatory compliance

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