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Job details:
Institutional Sales – Senior Role
Chennai | Reports to: Regional Head
ROLE OVERVIEW -
Looking for a seasoned institutional sales professional to grow its presence in the Chennai
market. This is a high-ownership, high-impact role the incumbent will be the leading and managing all
institutional clients in Chennai, spanning Family Offices, large corporates, and mid-sized corporates. The role demands equal depth in new client acquisition and deepening existing relationships .
KEY RESPONSIBILITIES -
Client Ownership & Revenue Growth
▸ Serve as the institutional SPOC for Chennai owning the full client relationship lifecycle from onboarding
to portfolio deepening.
▸ Drive AUM growth and revenue market share across assigned family offices, large corporates, and mid-
sized corporates in all asset classes.
▸ Deliver superior gross sales, net sales, and wallet share outcomes consistently across market cycles.
New Client Acquisition
▸ Proactively identify, prospect, and onboard new institutional clients across the Chennai market with a
focus on untapped family office and corporate treasury segments.
▸ Reactivate lapsed or dormant investor relationships through targeted outreach and tailored
engagement strategies.
▸ Build a strong pipeline by leveraging market intelligence, referrals, and industry networks.
Deepening Existing Relationships
▸ Maintain active, consultative engagement with existing institutional clients through regular digital and
face-to-face interactions, market updates, and bespoke product conversations.
▸ Advise clients on macro-economic developments, fund house views, and relevant asset class
opportunities ensuring top-of-mind recall for DSP.
Market Intelligence & Collaboration
▸ Track and share timely, structured feedback on competitor activity, deal structures, and market
developments with the Regional Head.
▸ Leverage MIS, CRM, and market data tools to drive disciplined, data-backed sales activity and pipeline
management.
WHAT WE'RE LOOKING FOR
Domain Knowledge
▸ Strong command of capital markets: equity and fixed income along with a deep understanding of
mutual fund products and macro-economic drivers.
▸ Familiarity with the institutional landscape of Chennai including family office structures, corporate
treasury behaviour, and local market dynamics.
▸ Working knowledge of institutional sales processes, deal structuring, and client governance frameworks.
Competencies & Mindset
▸ Entrepreneurial and self-driven, comfortable operating as a market owner with minimal hand-holding,
especially in ambiguous or complex client/deal situations.
▸ Demonstrated ability to build deep, trust-based relationships with sophisticated institutional
stakeholders.
EXPERIENCE & QUALIFICATIONS
Experience 12+ years in institutional investment sales and business development, with a proven track record in the Chennai / South India market.
Education MBA or equivalent post-graduate degree in Finance or related field.
Certifications CFA, CWM, or CFP preferred. AMFI certification required.
WHY THIS ROLE STANDS OUT
▸ You will own the Chennai institutional market not just a portfolio, but a full territory mandate.
▸ Direct access to product, investment, and research teams to deliver differentiated client solutions.
▸ A platform built on three decades of investment excellence, with a reputation that opens institutional
doors.
▸ Meritocratic, entrepreneurial culture that rewards initiative, relationships, and results.
Interested Candidates can share their Profile bijayalaxmiqwickly@gmail.com with subject- Institutional sales
Click on Apply to know more.