Institutional Equity Sales Role

4 weeks ago


Mumbai, Maharashtra, India iimjobs Full time

Institutional Equity Sales

Job Title: Institutional Sales-Equity

Location: Mumbai

Education Qualification: MBA preferred

Desired Candidate: If you are passionate about Institutional Sales?

We are looking for a professional to join our Institutional Sales team to develop valuable and quantifiable insights and generate various Sales /Dealing ideas for our institutional clients

The primary responsibility of the Institutional Sales role is to identify opportunities, acquire new institutional clients and develop relationships with Institutional investors and investment consultants in assigned institutional market channels.

Roles & Responsibilities of Job:

- Acquire new clients (FIIs/Domestic FIs) and build the Institutional client base for Institutional Brokerage business

- Responsible for overall Institutional Business and handling and expanding portfolios of clients for Institutional Equity

- 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

- Develop and maintain a long-term relationship with institutional clients

- Interacting with Institutional clients i.e. MFs, Insurance Cos, Banks, FII for regular business

- Maintaining cordial relationships with Dealers, HODs, Fund managers and coordinating with research -team for trading fundamental calls

- Meeting the clients on a regular basis to understand their requirements

To do develop the business and generate the revenue

- Coordinating with the research team and advising the clients regarding the same

- Maintain records of clients and provide timely progress reports to management

- Coordinating meet between research team with various kind of institutions and corporate.



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