Position: Regional Manager - Institutional Business (Passive Funds)

Department: Institutional Sales - Family Office / Passive Business

Location: Pan India

Experience: 7-15 Years

CTC: No Bar for the Right Candidate

Role Purpose:

The Regional Manager - Institutional Business will be responsible for driving the growth of the Passive Funds business across institutional clients and family offices. The role will focus on developing relationships, generating business, and increasing adoption of ETFs and Index Funds.

Key Responsibilities / KRA:

- Drive institutional sales and business development for Passive Funds, including ETFs and Index Funds.

- Develop and maintain strong relationships with Family Offices, Institutional Investors, Corporates, Treasuries, and other institutional clients.

- Identify new business opportunities and acquire new institutional and family office relationships.

- Increase AUM and revenue through effective distribution of passive investment products.

- Understand client investment requirements and provide suitable ETF and Index Fund solutions.

- Conduct product presentations, investment discussions, and market updates with institutional clients.

- Work closely with internal investment, product, operations, and sales teams to ensure smooth execution of institutional business.

- Track regional business performance, AUM, inflows, and sales pipeline and provide regular MIS/reporting.

- Monitor market trends and competitor offerings in the Passive Funds / ETF / Index Fund space.

- Develop and execute regional strategies to achieve business and revenue targets.

- Build long-term relationships with key institutional investors and family offices.

- Ensure compliance with company policies, SEBI regulations, and institutional sales processes.

Key Skills & Competencies:

- Strong experience in Institutional Sales / Family Office Sales.

- Good understanding of ETFs, Index Funds, Passive Investment Strategies, and capital markets.

- Proven track record in business development and client acquisition.

- Strong relationship management and networking skills.

- Excellent communication, presentation, and negotiation abilities.

- Strong understanding of the Mutual Fund / AMC industry.

- Ability to manage regional business targets and independently drive growth.

Preferred Candidate Profile:

- 7-15 years of relevant experience in Institutional Sales, Family Office, AMC, Mutual Funds, Wealth Management, or Capital Markets.

- Experience handling institutional clients and family offices is preferred.

- Candidates with strong exposure to ETF and Index Fund sales/business development will be preferred.

- Strong existing institutional/family office network would be an advantage.