Institutional Relationship Manager

<div><strong>Relationship Manager – Institutional Sales & Family Office</strong><br><strong>Team: </strong>Institutional Sales<br><br><strong>EXPERIENCE</strong><br>7+ years in financial services -asset management, banking, wealth management, broking, or related sectors<br><br><strong>Role

Overview:

</strong><br>We are looking for a professional to manage and grow relationships with institutional clients and family offices. The incumbent will be responsible for driving AUM growth, acquiring new institutional mandates, and delivering a best-in-class client experience in their respective market. Candidates with a strong track record of managing institutional or large-pool client relationships across financial services are encouraged to apply.<br><br><strong>Key

Responsibilities:

</strong></div><div><br></div><ul><li>Manage and deepen existing relationships with institutional clients including corporates, trusts, family offices, endowments, and HNI/UHNI family pools</li><li>Identify and acquire new institutional mandates</li><li>Understand client investment objectives and provide suitable product recommendations aligned with DSP's fund offerings</li><li>Collaborate with internal investment and product teams to structure solutions for complex institutional requirements</li><li>Track market trends, competitor activity, and regulatory developments relevant to institutional flows</li><li>Ensure compliance with SEBI regulations and internal risk & compliance frameworks</li><li>Represent DSP Mutual Fund at industry forums, client events, and investment committee meetings</li></ul><div align="center" style="text-align:center;"><hr align="center"></div><div><br></div><div><strong>What we are looking for</strong></div><div><br></div><ul style="margin-top:0cm;" type="disc"><li>7+ years of experience in financial services- asset management, private banking, wealth management, broking, or allied sectors</li><li>Demonstrated track record of managing institutional clients, large corporates, or family office relationships</li><li>Strong understanding of investment products across asset classes- mutual funds, fixed income, equity, or equivalent</li><li>Existing relationships with institutional investors or family offices in the respective city is a strong advantage</li><li>Self-motivated, target-oriented, and capable of working independently</li><li>NISM Series V-A certified (preferred); willingness to certify if not already done</li></ul>