No longer accepting applications
Institutional Sales
Antal Internationalmount, kerala, in1 day ago
Job descriptionBachelor’s / Master’s degree (Finance, MBA, or equivalent) NISM Series VA Certification or equivalent (for mutual fund / distribution validity) Minimum 7 years’ experience in institutional / corporate / treasury sales, ideally in a bank, NBFC, mutual fund or institutional distribution setup Strong understanding of financial markets (equity, debt), treasury operations, cash / liquidity management Excellent relationships or network in the finance / treasury / corporate world Proven track record of sourcing institutional / corporate investments / liabilities Strong analytical skills and financial acumen Excellent negotiation, presentation, and relationship skills Ability to manage complex deals, structure proposals and close strategically Initiative, drive, and ability to work independently Collaboration skills — working with product, legal, compliance, operations teams High integrity and understanding of financial / regulatory compliance
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
Create a job alert for this search
Institutional Sales • mount, kerala, in