Job Description - Institutional Sales Manager -Bengaluru

Institutional Sales Manager (Bengaluru)

We are looking for an Institutional Sales Manager to expand DSP’s market share and revenue with family offices, large corporates, and mid-sized clients. The role focuses on driving sales outcomes, strengthening relationships, and acquiring new investors in the institutional segment.

Key Responsibilities

Grow DSP’s AUM and revenue market share with assigned investors
Deliver results across gross sales, net sales, and market share in all asset classes
Reactivate existing clients and acquire new institutional investors
Engage clients through data, insights, and regular updates (digital or in-person)
Advise clients on market developments and fund views to build recall
Use MIS, CRM, and market intelligence to drive effective sales strategies
Share timely feedback on competition and market trends with leadership

Knowledge & Expertise

Strong understanding of capital markets (equity and fixed income)
Knowledge of mutual fund products and institutional client needs
Familiarity with sales processes, macro-economic factors, and family office networks

Skills & Attributes

Proven ability to deliver superior sales results across market cycles
Entrepreneurial mindset with a hands-on approach to complex deals and clients
Strong communication, presentation, and relationship management skills

Experience & Qualification

3–5 years of experience in investment sales, institutional business development, or distribution
MBA or equivalent degree (CFA, CWM, or CFP preferred)

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Institutional Sales Manager -Bengaluru

Job Description - Institutional Sales Manager -Bengaluru

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