Senior Institutional Equity Sales Lead

3 hours ago


Mumbai, Maharashtra, India ULJK Financial Services Private Limited Full time

Job Title: Senior Institutional Equity Sales Lead

Job Summary:

We are seeking a highly skilled Senior Institutional Equity Sales Lead to join our team at ULJK Financial Services Private Limited. The successful candidate will be responsible for interacting with Institutional clients, including MFs, Insurance Cos, Banks, and FII, to increase revenue, votes, and ranking from these clients.

Key Responsibilities:

  1. Interacting with Institutional clients to understand their requirements and provide tailored solutions.
  2. Increasing revenue, votes, and ranking from Institutional clients through effective sales and marketing strategies.
  3. Spearheading the servicing activities of MFs/ Insurance Cos/ Banks/ FII, including existing relationships with Fund houses, Insurance companies, Banks, and FII.
  4. Analyzing the market and suggesting trading strategies accordingly.
  5. Coordinating with research team and advising clients regarding trading and fundamental calls.
  6. Maintaining cordial relationships with Dealers, HODs, and Fund managers and coordinating with research team for trading and fundamental calls.
  7. Arranging conferences and meetings with corporate and sector experts for clients.
  8. Meeting clients on a regular basis to understand their requirements and provide updates on market analysis.
  9. Analyzing daily market moves with the help of Volumes, gross deliverables, Charts, etc.
  10. Maintaining client portfolio and making fresh empanelment.
  11. Skills: Strong leadership, Effective communication, Deal strategy, Time management, Training and coaching.

Requirements:

  • 5+ years of experience in Institutional Equity Sales.
  • Strong relationships with Fund houses, Insurance companies, Banks, and FII.
  • Proven skills in pushing various stocks in the market and devising strategies for the same.
  • Ability to analyze market trends and suggest trading strategies accordingly.
  • Excellent communication and leadership skills.

Location: Mumbai

Salary: As per Industry Standard and as per relationships with Fund Houses and FIIs.



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