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Job Views:  
739
Applications:  65
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Job Code

1705644

Old Bridge Capital Management - Manager/Assistant Manager - Institutional Sales - Corporate & New Accounts - Mutual Fund/Asset Management

Old Bridge Capital Management.3 - 7 yrs.Mumbai
Diversity InclusiveDiversity Inclusive
Posted 2 months ago
Posted 2 months ago

About Old Bridge Mutual Fund:

Old Bridge Mutual Fund is a SEBI regulated asset management company and part of the Old Bridge Group, founded by Kenneth Andrade. The firm follows a disciplined, research driven investment approach with a strong focus on governance, risk management, and long term value creation.

We foster a high ownership, merit driven culture that encourages independent thinking, accountability, and collaboration. Employees benefit from close engagement with experienced leadership and meaningful exposure to investment and operational decision making.

At Old Bridge, we are committed to building a culture of continuous learning, integrity, and long term professional growth.

Job Description :

We are looking for a dynamic sales professional to support and grow our Institutional and Corporate Sales business within the Mutual Fund domain. The Manager / Assistant Manager - Institutional Sales will play a pivotal role in expanding the firm's footprint within the corporate and institutional segments. This position involves managing the entire sales lifecycle, from identifying prospective institutional clients and corporate treasuries to deepening existing relationships. You will work closely with the investment and operations teams to articulate the firm's investment strategy, ensuring that clients receive timely insights and high-quality service.

Location : Mumbai (Candidates based in Mumbai preferred)

Reporting to : Senior Leadership / Head - Sales

Products : Mutual Funds

Channels : Institutional, Corporate, National Distributors

Key Responsibilities :

- Support achievement of sales targets across Institutional and Corporate segments

- Assist in managing and developing relationships with Institutional Investors, Corporate clients, and National Distributors

- Drive new client acquisition across Large Corporates, Mid-sized companies, and SMEs

- Promote and sell a range of Mutual Fund products to clients and partners

- Track market trends, competitor strategies, and product positioning

- Provide market intelligence and customer feedback to internal teams

- Support execution of sales strategies and campaigns to drive business growth

- Maintain strong relationships with existing clients to ensure retention and business expansion

Key Accountabilities:

- Build and nurture a strong client pipeline in the institutional space

- Coordinate with internal teams for smooth execution of sales and client servicing

- Monitor competition and share insights for product and positioning improvements

- Assist in strengthening distributor and intermediary relationships

Desired Skills & Competencies :

- Good understanding of Financial Markets and Mutual Fund products

- Relevant experience in B2B / Corporate / Institutional Sales

- Strong communication and relationship management skills

- Result-oriented with a proactive approach

- Ability to adapt to a dynamic market environment

- Basic understanding of investment products and regulatory landscape

- Strong networking and stakeholder management abilities

Eligibility Criteria :

- Demonstrated ability to navigate complex sales cycles and close high-value deals within the financial services or asset management sector.

- Strong proficiency in articulating investment philosophies and performance metrics to sophisticated institutional audiences.

- Exceptional interpersonal and networking skills, with the ability to influence senior-level stakeholders and build trust-based professional relationships.

- Proven track record of managing investor relations and providing high-touch service to corporate clients.

- Solid understanding of the Indian mutual fund and equity market landscape, including regulatory frameworks and institutional investment behavior.

- A postgraduate degree in Finance, Management, or a related field from a reputable institution is preferred.

- Ability to thrive in a high-performance, on-site work environment in Mumbai, demonstrating self-motivation and a results-oriented mindset.

- Candidates must possess 3 - 7 years of relevant experience in institutional sales or corporate relationship management.

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Job Views:  
739
Applications:  65
Recruiter Actions:  1

Job Code

1705644

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