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OnsiteSeniorfintech

Institutional Sales - Relationship Manager

PluginLiveMumbai, Maharashtra, IndiaPosted 18 May 2026

The Institutional Sales Relationship Manager at PluginLive will manage and deepen relationships with institutional clients like pension funds and insurance companies. The role focuses on driving AUM growth and pitching alternative investment products. Candidates require an MBA or CA with 6-10 years of experience in institutional sales or wholesale banking. Strong market intelligence regarding SEBI and IRDAI regulations is expected.

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Experience

6-10 years

Function

Sales

Work mode

Onsite, India

Company

Tier 2

What you will work on

The Institutional Sales Relationship Manager at PluginLive will manage and deepen relationships with institutional clients like pension funds and insurance companies. The role focuses on driving AUM growth and pitching alternative investment products. Candidates require an MBA or CA with 6-10 years of experience in institutional sales or wholesale banking. Strong market intelligence regarding SEBI and IRDAI regulations is expected.

TAL's take

Quality 55/1005/5 clarityTier 2 company

Clear, well-defined sales role at a mid-tier firm with specific industry experience requirements.

The JD clearly outlines the target client base, specific product offerings, and necessary regulatory and market knowledge.

Must haves

  • MBA in Finance or Chartered Accountant
  • 6-10 years of experience in Institutional Sales
  • Experience in large AMC or Wholesale Banking
  • Excellent communication, negotiation, and presentation skills

About the company

unfamiliar company, default mid-tier