Relationship Manager – Institutional Sales

May 27, 2026

Job Description

The Sales Manager role focuses on driving sales and business development strategies for institutional clients within the financial services sector.

The candidate will:

  • Manage institutional relationships
  • Increase Assets Under Management (AUM)
  • Drive regional sales growth
  • Expand client networks
  • Coordinate with internal and external stakeholders
  • Ensure operational and regulatory compliance

This role requires strong relationship management, institutional sales expertise, and knowledge of debt and investment markets.


Key Responsibilities

1. Sales & Business Development

  • Execute regional sales and business development strategies
  • Increase:
    • AUM (Assets Under Management)
    • SOW (Share of Wallet)
  • Achieve regional sales targets across investment products

2. Institutional Relationship Management

  • Build and maintain strong relationships with:
    • Institutional clients
    • Distribution partners
    • Channel partners
  • Deliver excellent client servicing and customer satisfaction

3. Investment Product Sales

  • Promote and increase sales across:
    • Debt products
    • Equity products
    • Arbitrage funds
    • Passive funds
  • Drive activation and new client acquisitions

4. Market Intelligence & Networking

  • Gather:
    • Industry insights
    • Client leads
    • Market intelligence
  • Use strong networking skills to expand the client base

5. Coordination & Operations

  • Coordinate with:
    • Fund Management teams
    • Product teams
    • Operations
    • Registrars
  • Provide value-added services to institutional partners

6. Compliance & Risk Management

  • Ensure compliance with:
    • Company policies
    • Regulatory standards
  • Maintain operational integrity and risk controls

7. Leadership & Team Development

  • Demonstrate leadership qualities
  • Support self-development and team growth
  • Monitor performance and sales activities within the region

Required Skills

Sales & Relationship Skills

  • Institutional Sales
  • Business Development
  • Account Relationship Management
  • Client Servicing
  • Customer Relationship Management

Financial Market Knowledge

  • Debt Market
  • Equity Products
  • Investment Products
  • Asset & Wealth Management

Business Skills

  • Networking
  • Market Intelligence
  • Operational Monitoring
  • Value Added Services
  • Sales Strategy

Soft Skills

  • Communication Skills
  • Leadership
  • Negotiation
  • Team Management
  • Client Handling

Role Details

  • Role: Sales Manager
  • Industry: Financial Services
  • Department: BFSI, Investments & Trading
  • Employment Type: Full Time, Permanent
  • Role Category: Trading, Asset & Wealth Management

Education

  • Any Graduate
  • Any Postgraduate

Key Skills

  • Institutional Sales
  • Relationship Management
  • Business Development
  • Sales Strategy
  • Networking
  • Market Intelligence
  • Operational Risk
  • Client Servicing
  • AUM Growth
  • SOW Management