Institutional Sales Manager
OKX
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This role on the market
56 open institutional roles across 16 companies are on ApplySarthi right now, most of them in Mumbai (2), Hyderabad (1), Delhi NCR (1).
- Dir Institutional Distribution, Central / Chicago AreaInvesco
- Vice President/Associate, Institutional Accounting (Delaware)Blackrock
- Director Institutional Capital and Partnerships (m/w/d) – Frankfurt / Berlin / HamburgCondo Group
- Institutional Sales - Americas and Marketing - AssociateJPMorgan
- Senior Administrative Assistant - North America InstitutionalAmeriprise
What institutional roles keep asking for: Excel (12%) — counted across their open postings here.
OKX has 342 open roles listed here.
- Deputy Money Laundering Reporting Officer, Eurasia
- Senior/Lead Product Manager - Professional Trading Tools & Experience
- Senior/Staff Engineer - Web3 - Onchain Data
- Software Engineer, Mobile(iOS)
- Deputy General Counsel, Head of Americas Legal
Counted across 14 company job boards, updated as roles open and close.
Preparing for this interview
Interviews for institutional roles keep coming back to Excel. Practise those questions before you sit with OKX.
Questions you are likely to be asked
- Why do you want to join OKX?
- What is your experience with Stakeholder management? Tell me one thing you learned the hard way.
- What is your target, and how did you do against it last quarter?
- Walk me through a deal you closed, from the first call.
- Tell me about a deal you lost. What would you do differently?
Prep Sarthi gives you a free mock interview: an AI interviewer asks you questions like these out loud, from your own CV and this job, and shows your score and your weakest answer.
Practise the Institutional Sales Manager at OKX interview free →Who We Are
About the Role
What You’ll Be Doing
Business Development & Growth
- Identify and qualify new institutional leads, managing the full sales cycle from initial outreach through to closing and post-sales client success.
- Coordinate the end-to-end onboarding process for institutional clients, including verification and account activation.
- Monitor client activity and trading patterns to identify opportunities for upselling and cross-selling.
- Develop strategic initiatives to expand institutional client relationships and drive trading activity.
Product & Relationship Management
- Serve as the dedicated relationship lead for assigned institutional accounts, resolving day-to-day inquiries and operational issues within defined SLAs.
- Proactively educate clients on new product launches, platform features, and market developments to support optimal platform usage.
- Analyze client feedback and operational challenges, identifying meaningful signals that can drive product improvements and commercial outcomes.
- Develop deep expertise in OKX’s product suite, trading infrastructure, and risk framework to provide informed guidance to institutional clients.
- Manage dedicated client communication channels (Slack, Telegram, WhatsApp, WeChat) and coordinate with internal teams including Product, API, Legal, and Compliance to deliver solutions and improvements.
- Advocate internally for initiatives that enhance client experience, increase trading activity, and support long-term client retention.
Compliance & Governance
- Ensure all client engagements strictly adhere to company policies, Terms of Service, and local regulatory requirements.
- Support due diligence processes including DDQs, partnership agreements, and audit requests in collaboration with Legal and Compliance teams.
- Maintain high standards of documentation, operational transparency, and regulatory alignment.
What We Look For In You
Requirements
- Bachelor’s degree in Business, Finance, Economics, or a related field.
- 5+ years of experience in institutional sales, relationship management, or business development within crypto, fintech, or financial markets.
- Strong understanding of digital asset trading products, institutional client workflows, and exchange infrastructure.
- Proven experience managing institutional or high-value client relationships.
- Excellent communication and stakeholder management skills.
- Strong analytical mindset with the ability to identify commercial opportunities from client insights.
- Ability to work cross-functionally with product, engineering, compliance, and legal teams in a fast-paced environment.
- Experience working with institutional crypto clients such as funds, market makers, trading firms, or fintech platforms.
Nice to Have
- Familiarity with APIs, trading infrastructure, and liquidity solutions.
- Background in regulated financial markets or digital asset platforms.
- Strong understanding of the global crypto ecosystem and institutional market dynamics.
Match this job to your CV
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Listed on greenhouse · posted 2026-06-09. ApplySarthi collects openings and links to application pages; the role is advertised by OKX, not by us.