Institutional Sales Manager – Mutual Funds

20 hours ago

Bengaluru, Karnataka, India Capitalmind Mutual Fund Full time ₹ 6,00,000 - ₹ 18,00,000 per year

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 regulations

Interested candidates are invited to submit their profiles to

  • Wealth Manager – Mutual Funds

    5 days ago

    Bengaluru, Karnataka, India Brainwire Analytics Full time ₹ 4,80,000 - ₹ 6,00,000 per year

    We're seeking a proactive and client-focused Wealth Manager to join our team. In this role, you'll engage with prospects via WhatsApp and phone calls (no field visits), explain mutual fund products and platform features, qualify leads, and guide them smoothly through the sales funnel. You'll also be responsible for maintaining accurate CRM data, achieving...

  • Mutual Fund Advisor

    2 weeks ago

    Bengaluru, Karnataka, India Brainwire Analytics Full time ₹ 4,20,000 - ₹ 6,00,000 per year

    We are looking for a proactive and client-focused Wealth Manager to join our team. In this role, you will connect with prospects via WhatsApp and calls (no field visits), explain mutual fund products and platform features, qualify leads, and guide them through the sales funnel. You will be responsible for keeping our CRM updated with accurate data, meeting...

  • Urgent opening For Institutional Sales with leading AMC_Bengalore

    3 days ago

    Bengaluru, Karnataka, India Upman Placements Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Urgent opening for Institutional Sales with leading AMC_BengaloreJob Profile:As an Institutional Sales Manager, you will be responsible for driving sales and business development effortswithin the institutional segment for our mutual fund products. Your primary focus will be on building andmaintaining strong relationships with institutional clients to...

  • Relationship Manager

    5 days ago

    Bengaluru, Karnataka, India SBI Funds Management Limited Full time ₹ 10,000 - ₹ 50,000 per year

    Roles & Responsibilities· Develop and execute strategies to engage with clients, financial advisors, and mutual fund distributors, promoting our ETF offerings as valuable additions to their investment portfolios.· Demonstrate a deep understanding of both mutual funds and ETFs, effectively communicating the unique benefits of our ETF products to clients....

  • Financial Sales Consultant, Mutual Funds

    1 day ago

    Bengaluru, Karnataka, India Trinity Skill Works Full time ₹ 3,00,000 - ₹ 6,00,000 per year

    Hiring: Financial Sales Consultant | Immediate Joiners | Across KarnatakaWe are looking for Sales-Driven Financial Consultants to promote investment products such as Mutual Funds, SIPs, Insurance, Bonds, and PMS. Ideal for candidates with experience or interest in field sales, financial products, or investment advisory.Key Responsibilities:Promote & sell...

  • Mutual Fund Representative- Regional Retail Sales Manager

    1 week ago

    Bengaluru, Karnataka, India PluginLive Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Job DescriptionRole:Regional Manager – Retail Sales (AMC Background Preferred)Locations:Kerala – ErnakulamKarnataka – BangaloreJob IntentThe role involves driving retail mutual fund sales through strategic relationship management, consultative selling, and market expansion. The position focuses on achieving AUM growth, market share, and profitability...

  • Hiring || RM-Mutual Funds Sales

    1 week ago

    Bengaluru, Karnataka, India Avani Consulting Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Hi,Hiring RM- Mutual Funds Sales (B2B) - Banca channel ON RoleMinimum 1 Year Mutual Funds Sales Experience required.Roles and Responsibilities :-To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and...

  • Hiring || RM- Mutual Funds Sales

    2 weeks ago

    Bengaluru, Karnataka, India Avani Consulting Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Hiring || RM- Mutual Funds Sales - Banca channel ON RoleMinimum 1 Year Mutual Funds Sales Experience required.Roles and Responsibilities :-To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue...

  • Relationship Mgr-Mutual Fund Retail Sales

    6 days ago

    Bengaluru, Karnataka, India Talent Leads Consultants Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Job Description: POSITION: Relationship Manager – Retail SalesReports to (Position): Channel Head/Cluster Head/Zonal Head – Retail SalesPosition Purpose: Working with distributors across assigned channels to achieve continuous and sustainedsubscription to organization's funds. Ensuring adequate mix of product sales to achieve set sales...

  • Relationship Manager

    3 days ago

    Bengaluru, Karnataka, India Talent Corner HR Services Pvt Ltd Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Relationship Manager / Senior Relationship Manager- Institutional SalesWe are hiring for one of our Client who is in to Mutual Fund Industry and looking for a Relationship Manager / Senior Relationship Manager- Institutional Sales with 3+ years of experience in the Mutual Fund Industry.Job Summary:New Client AcquisitionExisting Client RelationshipWorking...