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

Bachelor’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

Skills & Competencies

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