AVP/Senior Manager - Institutional Sales in Rajarajeshwari Nagar

Location: Bengaluru

Department: Sales & Distribution

Reports To: Head – Sales & Distribution

Experience Required: 3+ years in Mutual Fund Institutional Sales

We are a fast growing Portfolio Management Services (PMS) company committed to delivering superior investment solutions tailored to the unique needs of our clients. Our expertise lies in managing bespoke portfolios for high-net-worth individuals and institutional clients, driven by research-led, disciplined investment strategies.

Job Summary

We are seeking a dynamic and results-driven AVP/Senior Institutional Business Manager to lead business development and relationship management efforts with Institutional clients, UHNI and HNI. The ideal candidate will bring deep experience in selling mutual fund, PMS, AIF and other investment products to Institutions, UHNI and HNI and will play a key role in expanding our PMS offerings to a sophisticated client base.

Key Responsibilities

· Develop and execute a comprehensive sales strategy to promote PMS products to corporates, family offices, treasuries, institutional investors, HNIs and UHNIs.

· Leverage existing relationships in the mutual fund space to cross-sell PMS offerings.

· Build, manage, and deepen relationships with institutional clients to achieve long-term partnership goals.

· Prepare and deliver high-quality sales presentations, portfolio reviews, and investment    proposals. 

· Stay abreast of market trends, competitor products, and regulatory developments to position offerings effectively.

· Collaborate with the investment and product teams for tailor solutions that meet client investment objectives.

· Maintain accurate client interaction records and track pipeline progress using CRM tools.

· Drive revenue growth and contribute to the company’s overall AUM and profitability targets.

Requirements

investment products.

· Demonstrated success in managing institutional client relationships and achieve sales targets.

· Bachelor’s degree in Finance, Business, Economics or related field; MBA/CFA preferred.

· 3+ years of experience in institutional and private clients sales, preferably with Mutual Funds, PMS or other

· Strong knowledge of financial markets, investment products, and portfolio strategies.

· Excellent communication, presentation, and interpersonal skills.

· Self-motivated, with a proactive and client-focused mindset.

What We Offer

· Competitive compensation with performance-linked incentives.

· Exposure to a wide institutional client base and strategic career growth.

· Collaborative and intellectually stimulating work environment.