Head of Institutional Sales

2 weeks 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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