Strategic Institutional Sales Lead
3 weeks ago
- Drive sales from institutional investors, family offices, and PE firms.
- Build and maintain strong client relationships, as well as identify new clients.
- Arrange interactions between buy-side and sell-side analysts on research and corporate developments.
- Create and enhance visibility of Monarch Networth Capital Limited across the industry.
- Understand fundamental research and effectively communicate its significance to fund managers.
- Sell investment ideas to experienced investors and clients based on in-house equity research.
- Identify and develop institutional clients seeking access to extensive research archives to support their investment decisions.
- Manage client portfolios to deliver superior returns.
Requirements:
Qualifications:
CA/MBA with a specialization in Finance or equivalent.
Experience:
Minimum 5-12 years of experience in Equity institutional sales.
Functional Competencies:
- Establish strong relationships with DIIs, family offices, and PE firms.
- Sound knowledge of the industry.
Behavioural Competencies:
Highly developed communication, team player, change agent, strategic & creative, ability to drive performance.
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