Shriram AMC - Institutional Sales Head - Mumbai
Job Description:
Role Purpose:
The Head Institutional Sales will be responsible for driving institutional AUM growth, managing key corporate and institutional relationships, and expanding the companys footprint across corporates, banks, insurance companies, pension funds, trusts, and large treasuries.
This is a strategic leadership role with direct ownership of revenue, client acquisition, retention, and team performance.
Key Responsibilities:
1. Institutional Business Growth
Drive AUM inflows from:
- Corporates & PSUs
- Banks & Financial Institutions
- Insurance Companies
- Pension Funds, EPFO
- Trusts, Endowments, Family Offices & Large Treasuries
- Build and execute institutional sales strategy aligned with overall AMC growth plans.
- Identify new mandates, RFPs, and empanelments.
2. Client Relationship Management
- Own and deepen relationships with CFOs, Treasurers, Investment Committees, and Trustees. Lead high-level negotiations, pricing discussions, and mandate closures.
- Ensure long-term retention through superior service and portfolio performance communication.
3. Product & Investment Alignment
Work closely with Investment, Product, and Risk teams to:
- Structure customized solutions (debt, liquid, equity, hybrid, PMS/AIF if applicable).
- Support product positioning and investor communication.
- Represent the AMC in investment presentations, due-diligence meets, and board-level discussions.
4. Team Leadership & Capability Building:
- Build, lead, and mentor a high-performing institutional sales team across geographies.
- Set clear targets, KPIs, and performance metrics.
- Drive a culture of compliance, governance, and ethical selling.
5. Governance, Compliance & Reporting
- Ensure adherence to SEBI regulations, internal risk policies, and institutional compliance norms.
- Oversee RFP documentation, due diligence responses, and audits.
- Provide regular MIS, pipeline, and AUM reports to leadership.
Key Performance Indicators (KPIs):
- Net Institutional AUM Growth
- New Mandates / Empanelments won
- Client Retention Rate
- Revenue & Fee Yield
- Team Productivity & Coverage
Key Skills :
Company Profile
--- --- is a Mumbai-based asset management company, part of the --- Group, that offers mutual funds and portfolio management services
Apply Now
- Interested candidates are requested to apply for this job.
- Recruiters will evaluate your candidature and will get in touch with you.