Institutional Sales Manager – Mutual Funds
3 days ago
Job Title: Institutional Sales Manager – Mutual Funds Company: Capitalmind Asset Management Private Limited Location: Sector 1, HSR Layout, Bangalore (Work from Office) About Capitalmind:As Capitalmind Asset Management Private Limited, we manage the Capitalmind Mutual fund and have been seeded with capital from its parent and sponsor, Capitalmind Financial Services Private Limited. Headed by Deepak Shenoy as the CEO, the company has launched its first mutual fund schemes for retail investors, HNIs and corporates alike, to help these investors meet their long-term financial goals. We have a well-rounded management team, with senior personnel in fund management, compliance, risk, marketing, investor servicing and operations. Using technology, digital approaches, and a strong investor education focus, we hope to use insightful analysis, supervised automation and easy-to-understand communication to make investing more approachable for Indian investors. Required Qualification and Skills: 3–7 years of professional experience in institutional sales within mutual funds industry.Graduation / Master’s in finance, Business, Economics, or related field.Established relationships across corporates, banks, treasuries, mutual fund distributors, RIAs, and family offices.Strong understanding of mutual fund products, distribution channels, and SEBI regulations.Strong knowledge of fixed income, arbitrage, and hybrid products, with a particular focus on strategies deployed by institutional investors.Excellent communication, presentation, and relationship management skills.Proven ability to originate business, deliver AUM targets, and manage key accounts.Analytical mindset with ability to track competitor moves, market trends, and client portfolios. Key Roles and Responsibilities: Drive AUM growth from institutional clients including corporates, banks, treasuries, distributors, RIAs, and family offices.Originate meetings, pitch investment strategies, close mandates, and maintain a qualified business pipeline.Build, manage, and service key distributor and RIA relationships: empanelment, activation, retention, and business delivery.Conduct portfolio reviews and market updates for institutional clients; collaborate with investment and product teams for client presentations.Maintain CRM and MIS discipline: share daily, weekly, and monthly reports with management on business progress and challenges.Resolve client onboarding, KYC, operational, and payout issues by coordinating with operations, legal, and compliance teams.Track industry flows and competitor activities; share actionable insights with internal teams for product positioning and campaigns.Ensure all communications and client interactions are compliant with regulationsInterested candidates are invited to submit their profiles to hr@capitalmindmf.com
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Institutional Sales Manager
2 days ago
Bangalore, India Capitalmind Mutual Fund Full timeJob Title : Institutional Sales Manager – Mutual Funds Company : Capitalmind Asset Management Private Limited Location : Sector 1, HSR Layout, Bangalore (Work from Office) About Capitalmind: As Capitalmind Asset Management Private Limited, we manage the Capitalmind Mutual fund and have been seeded with capital from its parent and sponsor, Capitalmind...
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Institutional Sales Manager
3 days ago
bangalore district, India Capitalmind Mutual Fund Full timeJob Title : Institutional Sales Manager – Mutual Funds Company : Capitalmind Asset Management Private Limited Location : Sector 1, HSR Layout, Bangalore (Work from Office) About Capitalmind: As Capitalmind Asset Management Private Limited, we manage the Capitalmind Mutual fund and have been seeded with capital from its parent and sponsor, Capitalmind...
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Sales Manager
2 days ago
Bangalore, India Capitalmind Mutual Fund Full timeInstitutional Sales Manager – Mutual Funds Company : Capitalmind Asset Management Private Limited Location : Sector 1, HSR Layout, Bangalore (Work from Office) As Capitalmind Asset Management Private Limited, we manage the Capitalmind Mutual fund and have been seeded with capital from its parent and sponsor, Capitalmind Financial Services Private...
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bangalore, India Helios Mutual Fund Full timeJob Title: Virtual Relationship Manager – Mutual Fund Distributors (MFDs)Location: MumbaiEmployment Type: Full-TimeExperience Level: 0–3 years (Graduates welcome; Freshers encouraged toapply)About the Role: We are seeking a dynamic and driven individuals to join ourteam as a Virtual Relationship Manager MFD. This role is focused on engagingwith...
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Virtual Relationship Manager
1 day ago
bangalore, India Helios Mutual Fund Full timeJob Title: Virtual Relationship Manager – Mutual Fund Distributors (MFDs) Location: Mumbai Employment Type: Full-Time Experience Level: 0–3 years (Graduates welcome; Freshers encouraged to apply) About the Role: We are seeking a dynamic and driven individuals to join our team as a Virtual Relationship Manager MFD. This role is focused on engaging with...
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Institutional Sales
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bangalore, India Antal International Full timeJob Title: Cluster Manager – Financial Institutions Location: Delhi, NCR Company: Leading NBFC About the Role We 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...
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bangalore, India RevenUmf .com - Sukhmal Mutual Fund Distributors Pvt Ltd Full timeAbout RevenUmf.comRevenUmf.com is a SEBI-registered mutual fund investment platform built to simplify and modernize how people invest. Using AI-driven insights and a fully digital process, we help individuals, NRIs, and corporates invest in mutual funds in a transparent and efficient manner.About the Role We are looking to collaborate with Chartered...
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bangalore, India RevenUmf .com - Sukhmal Mutual Fund Distributors Pvt Ltd Full timeAbout RevenUmf.com RevenUmf.com is a SEBI-registered mutual fund investment platform built to simplify and modernize how people invest. Using AI-driven insights and a fully digital process, we help individuals, NRIs, and corporates invest in mutual funds in a transparent and efficient manner. About the Role We are looking to collaborate with Chartered...
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bangalore, India Dhan Saarthi Full timeResponsibilities:Reach out to Mutual Fund Distributors across India.Schedule and deliver product demos for Dhansaarthi.Follow up with prospects and support conversions.Maintain and update leads in the CRM system.Requirements:Graduate/Postgraduate in Finance, Business, or related field.2–5 years of experience in pre-sales or financial services.Finance...
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Institutional Sales
1 day ago
bangalore, India Talentiser Full timeKey Responsibilities• Market Development & Strategyo Establish and grow the Institutional Sales vertical from ground up.o Identify new business opportunities and drive product penetration across institutional investors.o Own P&L responsibility for the vertical and ensure YoY growth.• Institutional Client Acquisition & Relationship Managemento Build and...
