Institutional Sales

Job Title : Cluster Manager – Financial Institutions

Location : Delhi, NCR

Company : Leading NBFC

About the Role

We are looking for a seasoned professional to lead our Institutional Sales function for the Delhi cluster. In this role, you will be responsible for acquiring, mobilising, and managing deposit and investment relationships with financial institutions, banks, NBFCs, family offices, and large / mid corporates. You will also cross‑sell the company’s suite of asset & treasury products and act as a trusted advisor to treasury / CFO stakeholders.

Key Responsibilities

• Acquire and mobilise investments and deposits from FIs, large / mid corporates, NBFCs, banks, family offices
• Manage & deepen relationships with existing institutional and corporate clients
• Understand client needs and structure relevant financing / investment solutions (deposits, bonds, CPs, mutual funds, corporate lending)
• Engage directly with CFOs, treasurers, and institutional decision makers
• Be well versed in Fixed Income, and be able to carry high‑level conversations with treasury teams
• Understand LRS, AOP usage and investment objectives for large / mid corp & FI clients
• Identify and manage distribution / advisory channels to source institutional allocations
• Strategize to turn institutional relationships into allocations across company / subsidiaries
• Coordinate internal delivery, service & compliance for client requests / service requests (SRs)
• Monitor market trends, regulatory shifts, competitor moves, and feed intelligence into business strategy
• Travel regularly for client visits, face time, and networking
• Support commercial lending origination via treasury relationships or market intelligence
• Ensure compliance with regulatory and internal frameworks in all transactions

Qualifications & Experience

Skills & Competencies