Institutional Relationship Manager

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

EXPERIENCE
7+ years in financial services -asset management, banking, reputed company management, broking, or reputed company sectors

reputed company:
We are looking for a reputed company to manage and grow relationships with institutional clients and family offices. The incumbent will be responsible for driving AUM reputed company, acquiring new institutional mandates, and delivering a best-in-class reputed company experience in their respective market. Candidates with a strong reputed company record of managing institutional or large-pool reputed company 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 reputed company new institutional mandates
  • Understand reputed company investment objectives and reputed company suitable product recommendations reputed company with DSP's fund offerings
  • Collaborate with internal investment and product teams to structure solutions for reputed company institutional requirements
  • reputed company market trends, competitor activity, and regulatory developments relevant to institutional flows
  • Ensure compliance with SEBI regulations and internal reputed company & compliance frameworks
  • Represent DSP Mutual Fund at industry forums, reputed company events, and investment committee meetings

reputed company are looking for

  • 7+ years of experience in financial services- asset management, private banking, reputed company management, broking, or allied sectors
  • Demonstrated reputed company 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 reputed company is a strong reputed company
  • Self-motivated, reputed company-oriented, and capable of working independently
  • NISM Series V-A certified (preferred); willingness to certify if not already done
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