Institutional Equity Sales

2 days ago

Mumbai, India Bonanza Portfolio Full time

Job description:

- Developing new and existing Institutional client relationships.
- Targeting new empanelment by meeting with respective Fund managers and CIOS.
- Review customer portfolios
- Provide information and advice on the purchase and sale of securities based on the institution's stated investment objectives, financial position, resources, and assets available to invest.
- Prepare Sales Notes, generate stock ideas, and convey the same to the institutional clients.
- Identify, convert & develop successful business relationships with Banks, DFIs, Mutual Funds, Insurance Companies, Pension Funds, Hedge Funds & other Institutional Investor segments for Equity sales.
- Liaise between the clients and the Institutional Research and dealing desk.

Preferred Qualification:

- Qualification: Graduate / MBA

Preferred Experience:

- 2 to 5 years of experience in retail broking profile.

Key Skills:

- Proven customer service, communications, and sales, mathematical, analytical, organizational, and planning skills.
- Comprehensive knowledge of Indian capital markets, Stocks, and research reports.
- Good understanding of major products in the Broking industry.
- Ability to establish credibility and trust with a variety of Institutional clients.

Functional Area:

- Wealth Management

Job Location:

- Mumbai

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