Job Description

Institutional Sales – Senior RoleChennai | Reports to: Regional Head

DSP Mutual Fund is looking for a seasoned institutional sales professional to grow its presence in the Chennai market. This is a high-ownership, high-impact role the incumbent will be the leading and managing all institutional clients in Chennai, spanning Family Offices, large corporates, and mid-sized corporates. The role demands equal depth in new client acquisition and deepening existing relationships .

Key Responsibilities

Client Ownership & Revenue Growth

• Serve as the institutional SPOC for Chennai owning the full client relationship lifecycle from onboarding to portfolio deepening.
• Drive AUM growth and revenue market share across assigned family offices, large corporates, and mid-sized corporates in all asset classes.
• Deliver superior gross sales, net sales, and wallet share outcomes consistently across market cycles.

New Client Acquisition

• Proactively identify, prospect, and onboard new institutional clients across the Chennai market with a focus on untapped family office and corporate treasury segments.
• Reactivate lapsed or dormant investor relationships through targeted outreach and tailored engagement strategies.
• Build a strong pipeline by leveraging market intelligence, referrals, and industry networks.

Deepening Existing Relationships

• Maintain active, consultative engagement with existing institutional clients through regular digital and face-to-face interactions, market updates, and bespoke product conversations.
• Advise clients on macro-economic developments, fund house views, and relevant asset class opportunities ensuring top-of-mind recall for DSP.

Market Intelligence & Collaboration

• Track and share timely, structured feedback on competitor activity, deal structures, and market developments with the Regional Head.
• Leverage MIS, CRM, and market data tools to drive disciplined, data-backed sales activity and pipeline management.

What We're Looking For

Domain Knowledge

• Strong command of capital markets: equity and fixed income along with a deep understanding of mutual fund products and macro-economic drivers.
• Familiarity with the institutional landscape of Chennai including family office structures, corporate treasury behaviour, and local market dynamics.
• Working knowledge of institutional sales processes, deal structuring, and client governance frameworks.

Competencies & Mindset

• Entrepreneurial and self-driven, comfortable operating as a market owner with minimal hand-holding, especially in ambiguous or complex client/deal situations.
• Demonstrated ability to build deep, trust-based relationships with sophisticated institutional stakeholders.

Experience & Qualifications

Experience12+ years in institutional investment sales and business development, with a proven track record in the Chennai / South India market. EducationMBA or equivalent post-graduate degree in Finance or related field. CertificationsCFA, CWM, or CFP preferred. AMFI certification required.

Why This Role Stands Out

• You will own the Chennai institutional market not just a portfolio, but a full territory mandate.
• Direct access to product, investment, and research teams to deliver differentiated client solutions.
• A platform built on three decades of investment excellence, with a reputation that opens institutional doors.
• Meritocratic, entrepreneurial culture that rewards initiative, relationships, and results.