Institutional Equity Sales Head

3 days ago


Mumbai, Maharashtra, India Drchokseyfinserv Full time ₹ 15,00,000 - ₹ 20,00,000 per year

Job Description:

Institutional Client Acquisition & Relationship Management


• Build and maintain long-term relationships with Mutual Funds, FIIs, PMS houses, Banks, and Family Offices.


• Deepen wallet share through customized engagement and market insights.


• Deliver bespoke investment solutions to institutional and HNI mandates.

Equity Sales Execution & Deal Origination


• Manage high-value equity deals IPOs, QIPs, block deals, and strategic placements.


• Bridge real-time execution needs with strategic corporate access and research intelligence.


• Drive revenue growth from institutional brokerage and advisory mandates.

Corporate Access & Client Events


• Organize and lead corporate access programs management meets, analyst days, and roadshows.


• Represent the firm at investor summits and industry panels.


• Be the market-facing voice of the firm in institutional forums and client webinars.

Client-Aligned Sales Engagement


• Define the research universe with actionable coverage across core sectors.


• Guide sector analysts and develop high-quality thematic, earnings, and initiation reports.


• Ensure relevance of research output to institutional portfolios and trading activity.

Team Development & Sales Governance


• Customize research decks and valuation models for strategic accounts.


• Deliver institutional-grade research presentations and commentary on macro/micro trends.


• Maintain two-way engagement with clientscapturing feedback and research requirements.

Media Visibility & Brand Building


• Lead analyst hiring, mentoring, and performance management.


• Ensure strict adherence to SEBI Research Analyst Regulations and publishing standards.


• Regularly contribute to financial publications and digital platforms with original insights.



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