Institutional Relationship Manager – Delhi

2 hours ago

Delhi, India Intellectual Capital HR Consulting Pvt. Ltd. Full time
Institutional Relationship Manager – Delhi
Objective of the Role
To manage and expand MF revenue and AUM market share with Family Offices, large corporates, and mid-sized
institutional clients in the Delhi/NCR region. The role requires a mix of relationship management, market insight, and sales
execution to deliver consistent growth across asset classes.
Key Responsibilities
• Drive an increase in market share and revenue with assigned institutional investors
• Deliver superior sales outcomes in gross sales, net sales, and market share across all asset classes
• Acquire new investors and reactivate dormant relationships in the Delhi/NCR institutional segment
• Engage clients through sales tools, market updates, digital/face-to-face interactions, and build a long-term book
of assets
• Share fund house views and market outlook to ensure high recall with clients
• Leverage MIS, CRM systems, and external data to make sales more effective
• Provide timely feedback on competitor activity and market trends to senior leadership
• Build external market intelligence and networks to identify new business opportunities
Knowledge & Expertise
• Strong knowledge of capital markets (equity & fixed income) and financial products
• In-depth understanding of sales processes, mutual funds, and distribution dynamics
• Awareness of macro-economic variables and their impact on investments
• Understanding of family offices and institutional client networks in the Delhi/NCR region
Skills & Attributes
• Proven ability to deliver strong results across different market cycles and has strong relationship-building and
trust-building capabilities
• Entrepreneurial mindset with a hands-on approach to handling complex clients/deals
Experience & Qualification
• 3–5 years of experience in investment sales, institutional business development, or distribution
• MBA or equivalent degree (CFA, CWM, or CFP is an added advantage)

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