Institutional Relationship Manager – Delhi

2 days 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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