Institutional Sales

1 week ago


Mumbai, Maharashtra, India Morpheus Human Consulting Full time

Reference Code:

  • Job Title:

Institutional Sales
Financial Services Mumbai

  • Category:
  • Financial Services
  • Job Description:
  • Job Title:

Institutional Sales
  • Financial Services
  • Mumbai
  • Client Acquisition and Relationship Building
- ? Acquire new clients (FIIs/Domestic FIs) and build the Institutional client base for Institutional Brokerage business.
- ? Identify, convert & develop successful business relationships with Banks, FIIs, Mutual Funds, Insurance Companies, Pension Funds, & other Institutional Investor segments for Equity sales.
- ? Prepare and execute a sales plan for the assigned relationship accounts.
- ? Interact with Institutional clients i.e. MFs, Insurance Cos, Banks, FIIs for regular business.
- ? Coordinate meetings between research teams with various kinds of institutions and corporates.
- ? Arrange road shows and conferences for clients with corporates/experts.

  • Business Management and Expansion
- ? Responsible for overall Institutional Business and handling and expanding portfolios of clients for Institutional Equity.
- ? Develop and maintain a long-term relationship with institutional clients.
- ? Maintain cordial relationships with Dealers, HODs, Fund managers and coordinate with the research team for trading fundamental calls.
- ? Coordinating with the research team and advising clients regarding the same.
- ? To develop the business and generate revenue.
- ? Provide timely progress reports to management and maintain records of clients.

  • Client Engagement and Requirements Understanding
- ? Meeting clients on a regular basis to understand their requirements.
- ? Coordinating meet-ups between research teams and various institutions and corporate clients.

  • Key Skills:
  • Mandatory: 3 to 5 years in business development of acquiring institutional clients
  • Excellent communication skills
  • Industry: Financial Services
  • Gender: Open
  • Experience: 3 to 5 years
  • Job Location: Andheri East, Mumbai
Working Days: 6 days

  • Qualification: Bachelor's degree in Finance, Economics, or related field
  • Notice Period: Immediate to 30 days
  • About Morpheus Consulting:
  • Recruitment is a people-focused business
  • our success and growth are reliant upon our people. Our team of 130 consultants based in Middle east, Asia and Africa offer a blend of international recruitment experience, coupled with a platform of local market and industry knowledge. Morpheus Consulting has its presence since 2007 and has established itself as a reputed recruitment specialist in its industry.
  • Location:
  • Mumbai
  • Required Experience:
  • 35 yrs
  • Positions:
  • 1

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