Institutional Sales Manager

12 hours ago

Mumbai, Maharashtra, India ITI Mutual Fund Full time ₹ 15,00,000 - ₹ 25,00,000 per year

Job Description: Institutional Sales – Mutual Funds

Position Title :- Institutional Sales Manager – Mutual Fund

Department

Sales & Distribution

Reporting To

Head – Institutional Sales / CEO

Role Overview

The Institutional Sales Manager will be responsible for acquiring, developing, and managing relationships with institutional clients for mutual fund products. The focus areas include fixed income schemes, equity funds, and Special Investment Funds (SIFs). The candidate must demonstrate strong financial markets knowledge, product expertise, and effective sales strategies to deliver business growth and client satisfaction.

Key Responsibilities

  • Develop and execute institutional sales strategies for mutual fund products: fixed income, equity, and SIF.
  • Identify and onboard new institutional clients including banks, insurance companies, pension funds, corporates, and trusts.
  • Grow assets under management (AUM) by deepening relationships with key accounts and cross-selling investment solutions.
  • Regularly present product pitches, market updates, and portfolio strategies tailored to different client types.
  • Coordinate with the product, research, and investment teams to design bespoke solutions and respond to specific client requirements.
  • Drive the due diligence and onboarding process for prospective clients.
  • Track market developments, regulatory changes, and macroeconomic trends affecting institutional investments.
  • Organize and participate in roadshows, webinars, client events, and industry conferences to showcase fund offerings.
  • Consistently achieve sales targets, monitor progress, and report on pipeline status and client feedback.
  • Ensure strict compliance with regulatory guidelines, internal controls, and company SOPs for mutual funds distribution.

Required Skills & Competencies

  • Comprehensive knowledge of
    mutual fund products
    : fixed income, equity, SIF, and their suitability for various institutional client segments.
  • Proven sales acumen and negotiation skills in B2B/Institutional sales.
  • Excellent relationship-building ability and client management expertise.
  • Deep understanding of financial markets, investment concepts, and portfolio construction.
  • Capability in interpreting macroeconomic indicators and their impact on market segments.
  • Effective communication, presentation, and interpersonal skills.
  • High degree of self-motivation and results orientation.

Educational & Experience Requirements

  • Graduate/Post-graduate in Finance, Economics, Business Administration or related field.
  • Professional certifications (NISM V-A/MF certification mandatory; CFA/CA/MBA-finance preferred).
  • Minimum 3-5 years of experience in institutional sales, preferably within mutual funds, asset management, or financial services industry.
  • Demonstrated track record of delivering business growth from institutional segments.

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