About this role
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