Manager - Institutional Sales - Mutual Fund - BFSI

Job Purpose:

Drive institutional AUM growth by acquiring and managing relationships with corporate treasuries. Deliver tailored investment solutions across mutual funds, fixed income and other investment products, positioning Tata Capital Wealth as a preferred partner for Corporates investors. The role entails working with the sales team to acquire and manage corporate / Institutional clients and working with internal stakeholders / corporate teams to prospect for clients.

Main accountabilities:

Institution Client Acquisition and AUM growth:

- Generate leads for Corporate Clients independently and through the Wealth Channel, Corporate Channel.

- Meet independently or along with wealth team to acquire and manage the Institutional clients.

- Meet the AUM growth and Revenue targets for the business.

- Build a strong pipeline of large-ticket institutional opportunities.

Relationship Management & Client Coverage:

- Build long-term relationships with CFOs, Treasury Heads, and Investment Teams.

- Act as a trusted advisor by providing: Market insights (interest rates, liquidity trends) and Product recommendations aligned to treasury objectives.

- Drive high client engagement through regular reviews and portfolio discussions.

- Manage existing clients and drive AUM and revenue growth through product innovation and strategic initiatives.

Internal and External Stakeholders Coordination:

- Collaborate with product and Research team for client requirements.

- Engage with AMC / Fixed income partners to assist with client servicing and product pitching.

Others:

- Ensure compliance with internal governance standards and compliance guidelines.

- Strong analytical, negotiation, and stakeholder management skills.

- Excellent communication and proficiency in MS Office.

Qualifications & Experience:

- Minimum Degree: Post Graduation (MBA/PGDBA/PGPM in Finance or Equivalent/ CFA/ CA would be preferred).

- Good understanding of Mutual Funds & Fixed Income products.

- Minimum Experience - 3 - 5 years of Experience in the Institutional Sales in a Mutual Fund.

- Experience in dealing with Institutional clients and corporates for fixed income and other products would be added advantage.