BFSI Institutional Equity Sales Specialist
1 week ago
Institutional Sales Leader - BFSI Job Overview
This is a senior leadership position focused on advancing our firm's presence in the institutional equity market. As a key member of our team, you will drive business growth and deliver high-impact client advisory services.
Job Summary:
The successful candidate will have a proven track record in building and maintaining strategic client relationships and delivering customized financial solutions. They will also possess strong analytical and leadership skills, with the ability to assess market data, spot trends, and make data-driven recommendations.
Responsibilities:
- Cultivate and enhance relationships with high-value institutional clients, tailoring investment solutions to align with their long-term goals and risk profiles.
- Define and execute an institutional equity sales strategy that aligns with market trends and our growth objectives; oversee a team of sales professionals, promoting collaboration and sales excellence.
- Serve as a subject matter expert on equity markets, regularly conducting market and sector analysis to anticipate opportunities and risks.
- Share insights with clients and internal teams to inform strategic decision-making.
- Collaborate closely with research, product development, and portfolio management teams to develop and customize investment products that meet the evolving needs of institutional clients.
- Drive revenue growth through identifying and capturing new business opportunities, cross-selling equity solutions, and expanding the client base.
- Evaluate and ensure all client interactions and sales activities meet regulatory standards, and proactively manage risks associated with client portfolios and market dynamics.
- Advise on asset allocation, portfolio structuring, and rebalancing strategies to optimize client returns in line with market conditions and regulatory changes.
Requirements:
- Advanced Market Knowledge: Deep understanding of equity markets, global economic trends, and institutional investment strategies.
- Client-Centric Approach: Proven track record in building and maintaining strategic client relationships and delivering customized financial solutions.
- Leadership & Mentorship: Demonstrated success in leading high-performance sales teams and mentoring junior professionals.
- Analytical & Strategic Thinking: Strong analytical abilities to assess market data, spot trends, and make data-driven recommendations.
- Excellent Communication & Negotiation Skills: Exceptional ability to convey complex market information and negotiate solutions that align with client and firm objectives.
- Compliance & Risk Awareness: Up-to-date knowledge of regulatory standards and a commitment to managing risk in all sales activities.
What We Offer:
- A competitive compensation package with performance-linked incentives ($110,000 - $140,000 per year).
- Access to ongoing professional development, industry networking opportunities, and a collaborative work environment.
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