Institutional Sales (Relationship Manager)

DSP MUTUAL FUND

Institutional Sales (Relationship Manager)

Grade: Senior Manager/AVP

Location: Kolkata

Reports to DVP

Role coverage: Institutional Sales Family Offices & Corporates

ROLE OVERVIEW

The purpose of this role is to manage and increase DSP's revenue and AUM market share with Family Offices, and large and

midsized corporate clients in Kolkata. The incumbent will own the full client relationship lifecycle from new client acquisition

to deepening existing relationships for the assigned institutional book.

KEY RESPONSIBILITIES

Revenue & Market Share Growth

▸ Increase market share and revenue with an assigned set of investors family offices and large/midsized corporate clients.

▸ Produce superior sales results in terms of gross sales, net sales, and market share across all asset classes.

Client Acquisition & Engagement

▸ Reactivate dormant relationships and acquire new investors within the family office and corporate segment.

▸ Engage clients through sales tools, charts, regular market and product updates, and digital/face-to-face meetings to build a

long-term book of assets.

▸ Advise clients on the latest market developments and fund house views to maintain top of mind recall.

Market Intelligence & Reporting

▸ Leverage MIS, CRM, and other market data to drive effective, disciplined sales activity.

▸ Share timely feedback on competitor activity and market deals with superiors.

▸ Develop external market intelligence to strengthen network and support business generation.

WHAT WE'RE LOOKING FOR

Domain Knowledge

▸ Strong knowledge of capital markets (equity and fixed income), and other financial products.

▸ Deep understanding of the sales process, macroeconomic variables, and mutual fund products.

▸ Knowledge of the family office and institutional market of Kolkata.

Skills & Mindset

▸ Proven ability to deliver superior results across all market cycles.

▸ Entrepreneurial mindset ready to take initiative and get hands-on, especially with complex deals, clients, or situations.

▸ Excellent communication and presentation skills.

▸ Ability to develop strong, trusting relationships with sophisticated clients.

EXPERIENCE & QUALIFICATIONS

Experience either of the following profiles will be considered:

▸ 7–8 years in direct client / family office coverage, from an AMC background; or

▸ 4–5 years in wealth management house.

Education

MBA or equivalent degree.

Certifications

CFA, CWM, or CFP will be a plus.