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Open nowPosted 201 days ago

Institutional Relationship Manager

DSP Asset Managers Pvt. Ltd.43 open roles

Where
Mumbai, India, Remote
Work mode
Remote
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Your applicationOpen nowInstitutional Relationship ManagerDSP Asset Managers Pvt. Ltd. · Mumbai, India, Remote
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Share of postings closed within
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  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 57.8%60 days
This job: posted 201 days ago

The posting

Relationship Manager – Institutional Sales & Family Office Team: Institutional Sales

EXPERIENCE 7+ years in financial services -asset management, banking, wealth management, broking, or related sectors

Role Overview: We are looking for a professional to manage and grow relationships with institutional clients and family offices. The incumbent will be responsible for driving AUM growth, acquiring new institutional mandates, and delivering a best-in-class client experience in their respective market. Candidates with a strong track record of managing institutional or large-pool client relationships across financial services are encouraged to apply.

Key Responsibilities:

  • Manage and deepen existing relationships with institutional clients including corporates, trusts, family offices, endowments, and HNI/UHNI family pools
  • Identify and acquire new institutional mandates
  • Understand client investment objectives and provide suitable product recommendations aligned with DSP's fund offerings
  • Collaborate with internal investment and product teams to structure solutions for complex institutional requirements
  • Track market trends, competitor activity, and regulatory developments relevant to institutional flows
  • Ensure compliance with SEBI regulations and internal risk & compliance frameworks
  • Represent DSP Mutual Fund at industry forums, client events, and investment committee meetings

What we are looking for

  • 7+ years of experience in financial services- asset management, private banking, wealth management, broking, or allied sectors
  • Demonstrated track record of managing institutional clients, large corporates, or family office relationships
  • Strong understanding of investment products across asset classes- mutual funds, fixed income, equity, or equivalent
  • Existing relationships with institutional investors or family offices in the respective city is a strong advantage
  • Self-motivated, target-oriented, and capable of working independently
  • NISM Series V-A certified (preferred); willingness to certify if not already done
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