Talent.com
Institutional Sales Manager - Mutual Funds
Institutional Sales Manager - Mutual FundsCapitalmind Mutual Fund • Bangalore, Bangalore (district)
No longer accepting applications
Institutional Sales Manager - Mutual Funds

Institutional Sales Manager - Mutual Funds

Capitalmind Mutual Fund • Bangalore, Bangalore (district)
13 days ago
Job description

Job Title : Institutional Sales Manager – Mutual Funds

Company : Capitalmind Asset Management Private Limited

Location : Sector 1, HSR Layout, Bangalore (Work from Office)

About Capitalmind :

As Capitalmind Asset Management Private Limited, we manage the Capitalmind Mutual fund and have been seeded with capital from its parent and sponsor, Capitalmind Financial Services Private Limited. Headed by Deepak Shenoy as the CEO, the company has launched its first mutual fund schemes for retail investors, HNIs and corporates alike, to help these investors meet their long-term financial goals. We have a well-rounded management team, with senior personnel in fund management, compliance, risk, marketing, investor servicing and operations. Using technology, digital approaches, and a strong investor education focus, we hope to use insightful analysis, supervised automation and easy-to-understand communication to make investing more approachable for Indian investors.

Required Qualification and Skills :

  • 3–7 years of professional experience in institutional sales within mutual funds industry.
  • Graduation / Master’s in finance, Business, Economics, or related field.
  • Established relationships across corporates, banks, treasuries, mutual fund distributors, RIAs, and family offices.
  • Strong understanding of mutual fund products, distribution channels, and SEBI regulations.
  • Strong knowledge of fixed income, arbitrage, and hybrid products, with a particular focus on strategies deployed by institutional investors.
  • Excellent communication, presentation, and relationship management skills.
  • Proven ability to originate business, deliver AUM targets, and manage key accounts.
  • Analytical mindset with ability to track competitor moves, market trends, and client portfolios.

Key Roles and Responsibilities :

  • Drive AUM growth from institutional clients including corporates, banks, treasuries, distributors, RIAs, and family offices.
  • Originate meetings, pitch investment strategies, close mandates, and maintain a qualified business pipeline.
  • Build, manage, and service key distributor and RIA relationships : empanelment, activation, retention, and business delivery.
  • Conduct portfolio reviews and market updates for institutional clients; collaborate with investment and product teams for client presentations.
  • Maintain CRM and MIS discipline : share daily, weekly, and monthly reports with management on business progress and challenges.
  • Resolve client onboarding, KYC, operational, and payout issues by coordinating with operations, legal, and compliance teams.
  • Track industry flows and competitor activities; share actionable insights with internal teams for product positioning and campaigns.
  • Ensure all communications and client interactions are compliant with regulations
  • Interested candidates are invited to submit their profiles to hr@capitalmindmf.com

    Create a job alert for this search

    Institutional Sales Manager • Bangalore, Bangalore (district)

    Related jobs
    Preferred Relationship Manager

    Preferred Relationship Manager

    Anand Rathi Share and Stock Brokers Ltd • Bengaluru, Karnataka, India
    The Preferred Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. S) He would be responsible for acquiring High Net Worth r...Show more
    Last updated: 30+ days ago • Promoted
    Institutional Sales Manager - AMC

    Institutional Sales Manager - AMC

    Victree Solutions • Bangalore, India
    We are hiring Insti Sales Managers for one of the top-10 AMC in India.Job Description : Institutional Sales Manager Position Title : Institutional Sa...Show more
    Last updated: 16 days ago • Promoted
    Alpha Alternatives - Institutional Sales Relationship Manager

    Alpha Alternatives - Institutional Sales Relationship Manager

    Alpha Alternatives • Bangalore, India
    Company : - Alpha Alternatives is a multi-asset class alternatives asset management platform based out of India Singapore & Dubai, with over 22,000 crores ...Show more
    Last updated: 14 days ago • Promoted
    Equity Dealer

    Equity Dealer

    HDFC securities • Bengaluru, India
    Conduct client visits and HDFC Bank branch visits for maintaining and building the relationships.Advising and updating customers with daily movements in the stocks, with the help of research.Managi...Show more
    Last updated: 20 days ago • Promoted
    Relationship Manager-HOUSING FINANCE-Sales

    Relationship Manager-HOUSING FINANCE-Sales

    Confidential • Bengaluru / Bangalore, India
    We are seeking a driven and experienced Relationship Manager to manage and grow the DSA (Direct Selling Agent) or branch channel for mortgage products. This is an individual contributor role focused...Show more
    Last updated: 24 days ago • Promoted
    Portfolio Relationship Manager - WC-SALARIED PL AND WORKING CAPITAL-Sales

    Portfolio Relationship Manager - WC-SALARIED PL AND WORKING CAPITAL-Sales

    Confidential • Bengaluru / Bangalore, India
    Portfolio Relationship Manager.To understand clients business & provide appropriate working capital solutions across Fund / non-Fund based products like Cash Credit, Demand Loan, Buyers credit, LC, ...Show more
    Last updated: 30+ days ago • Promoted
    Team Leader - Sales - Mutual Fund

    Team Leader - Sales - Mutual Fund

    Workassist • Bangalore, India
    Team Leader I - Mutual Fund Sales Work Level : Middle Management Industry Type : Financial Services Function : Team Leader <...Show more
    Last updated: 30+ days ago • Promoted
    Institutional Sales

    Institutional Sales

    Mirae Asset Mutual Fund (India) • Bangalore Urban district, India, India
    The primary responsibility is to manage institutional sales for Mirae Asset in the.To service the existing Clients & acquire and handle new corporates / institutions. Develop and maintain relationsh...Show more
    Last updated: 1 day ago • Promoted
    Businessworld - Manager / Senior Manager - Sales

    Businessworld - Manager / Senior Manager - Sales

    Businessworld • Bangalore, India
    Job Title : Manager / Senior Manager Sales Location : Bangalore (South Market Focus) Experience Required : 5-...Show more
    Last updated: 30+ days ago • Promoted
    Relationship Manager - Business Development - Investment Banking

    Relationship Manager - Business Development - Investment Banking

    Rintelo Consulting Private Limited • Bangalore, India
    Relationship Manager- Business Development (IB) About Us The client is a fast-growing inv...Show more
    Last updated: 30+ days ago • Promoted
    RB-LS : Sales Manager-CASA

    RB-LS : Sales Manager-CASA

    Confidential • Bengaluru / Bangalore, India
    The Liability Sales department focuses on the liability acquisition, assets and retail forex business for the bank.The department drives business from 2700+ branches and is responsible for sourcing...Show more
    Last updated: 24 days ago • Promoted
    Mirae Asset Capital Markets - Manager - Institutional Sales

    Mirae Asset Capital Markets - Manager - Institutional Sales

    MIRAE ASSET CAPITAL MARKETS (INDIA) PRIVATE LIMITE • Bangalore, India
    About the job : JOB ROLE : - The primary responsibility is to manage institutional sales for Mirae Asset in the assigned territory.JOB RESPONSIBILITIES : Show more
    Last updated: 2 days ago • Promoted
    SMIFS - Manager - Private Wealth

    SMIFS - Manager - Private Wealth

    Smifs Limited • Bangalore, India
    As a Wealth Manager Private Wealth, you will serve as a trusted financial advisor to HNI clients, guiding them in wealth creation, preservation, and strategic financial planning.This role demands ...Show more
    Last updated: 11 days ago • Promoted
    360 ONE - Relationship Manager - Treasury Sales

    360 ONE - Relationship Manager - Treasury Sales

    360 ONE Asset • Bangalore, India
    Title : Treasury Sales Role Overview We are seeking a high-caliber Treasury Service Relationship Manager to ...Show more
    Last updated: 30+ days ago • Promoted
    RR Finance - Manager - Sales

    RR Finance - Manager - Sales

    RR Finance • Bangalore, India
    Summary : We are seeking a highly motivated and results-oriented Sales Manager to join our dynamic team.The successful candidate will be responsible for leadin...Show more
    Last updated: 30+ days ago • Promoted
    Manager - Financial Due Diligence

    Manager - Financial Due Diligence

    Spectral Consultants • Bangalore, India
    Description : Manager - Financial Due Diligence (FDD) Experience : 7+ Years Qualification : CA / CPA / MBA (Fi...Show more
    Last updated: 30+ days ago • Promoted
    Institutional Sales Manager - WFO

    Institutional Sales Manager - WFO

    Confidential • Bengaluru / Bangalore, India
    Head University Alliances and Partnership.CloudThat, founded in 2012 and headquartered in Bengaluru, is a global leader in cloud training and consulting. We are an authorized training partner for AW...Show more
    Last updated: 14 days ago • Promoted
    Capitalmind Mutual Fund - Head - Sales

    Capitalmind Mutual Fund - Head - Sales

    Capitalmind Asset Management Pvt Ltd • Bangalore, India
    Role Overview - Capitalmind Mutual Fund is seeking a dynamic and strategic Head of Sales to lead its distribution and growth initiatives. This leadership role is critical to scaling AUM ac...Show more
    Last updated: 1 day ago • Promoted