Institutional Investment Specialist

4 days ago


Tirupati, Andhra Pradesh, India beBeeInvestment Full time ₹ 1,00,00,000 - ₹ 2,00,00,000
About the Opportunity

We are seeking a seasoned professional to manage client relationships, execute deals and drive revenue through idea generation and timely execution.

This role requires a deep understanding of institutional clients' investment needs to provide tailored solutions.

The successful candidate will be responsible for building and maintaining strong relationships with clients, optimizing revenues while efficiently utilizing resources, distributing research, deals, corporate access, and technology solutions to clients, running Alpha Capture programs to enhance investment strategies, contributing to business development to expand the client base and revenue streams, gathering and incorporating client feedback to improve distribution products, and collaborating effectively across different teams.

  • Develop and maintain strong relationships with institutional clients to identify their investment needs and provide relevant solutions.
  • Analyze clients' investment strategies to optimize revenue growth and resource utilization.
  • Distribute relevant research, deals, corporate access, and technology solutions to clients to enhance their investment decisions.
  • Run Alpha Capture programs to identify opportunities for investment growth and enhance overall investment strategies.
  • Contribute to business development efforts to expand the client base and revenue streams.
  • Gather and incorporate client feedback to continuously improve the distribution of products and services.
  • Collaborate effectively with various teams to achieve business objectives.

Key Qualifications:

A graduate or postgraduate degree in a relevant field, such as MBA or CA/CFA, is required for this position. Prior experience in Institutional Equity Sales or a related field is highly desirable.



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