Head of Institutional Sales

4 months ago

mumbai, India Intellectual Capital HR Consulting Pvt. Ltd. Full time

Job Title: Head 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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