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Institutional Relationship Manager

DSP Asset Managers Pvt. Ltd · dspim.com
MumbaiRemoteLead / Manager7+ yrs
Apply on DSP Asset Managers Pvt. Ltd’s site

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The job in short

Institutional client relationship management.

BankingCompliance

Details

Found
26 d ago · posted 2026-04-07
Location as listed
Mumbai, IN
Role
Banker / Relationship Manager
Source
The company’s own careers site

Full description

Relationship Manager – Institutional Sales & Family Office Team: Institutional Sales EXPERIENCE 7+ years in financial services -asset management, banking, wealth management, broking, or related sectors Role Overview: 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. Key Responsibilities: • Manage and deepen existing relationships with institutional clients including corporates, trusts, family offices, endowments, and HNI/UHNI family pools • Identify and acquire new institutional mandates • Understand client investment objectives and provide suitable product recommendations aligned with DSP's fund offerings • Collaborate with internal investment and product teams to structure solutions for complex institutional requirements • Track market trends, competitor activity, and regulatory developments relevant to institutional flows • Ensure compliance with SEBI regulations and internal risk & compliance frameworks • Represent DSP Mutual Fund at industry forums, client events, and investment committee meetings What we are looking for • 7+ years of experience in financial services- asset management, private banking, wealth management, broking, or allied sectors • Demonstrated track 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 city is a strong advantage • Self-motivated, target-oriented, and capable of working independently • NISM Series V-A certified (preferred); willingness to certify if not already done

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