Institutional Equities Relationship Manager
9 hours ago
Job Title: Institutional Equities Relationship Manager
Department: Institutional Sales
Location: Mumbai
Experience: 3–7 Years
Education: Graduate/Postgraduate in Finance, Commerce, or MBA (Finance); NISM Certifications preferred
Salary-15-20LPA (Per annum)
Key Responsibilities:
Client Acquisition & Relationship Management
- Build and manage strong relationships with institutional clients such as Asset Management Companies (AMCs), Insurance Firms, NBFCs, Corporates, and Treasury Desks.
- Understand client investment objectives and provide customized solutions across equity, debt, derivatives, and alternate asset classes.
- Regularly engage with clients through meetings, calls, webinars, and corporate events.
Sales & Product Pitching
- Promote brokerage services, research ideas, and execution capabilities to institutional clients.
- Get & target new empanelment opportunities.
- Ensure high-volume and value transactions through strategic client targeting.
Coordination with Research & Trading Teams
- Act as a liaison between the research desk and clients to deliver actionable investment ideas and reports.
- Coordinate with the trading desk for best execution of institutional trades.
- Provide client feedback to internal teams to align product offerings with market needs.
Market Intelligence & Reporting
- Monitor and analyze market trends, fund flows, institutional behavior, and regulatory updates.
- Prepare and present MIS reports, client activity summaries, and business development plans to senior management.
Skills & Competencies:
- Deep understanding of equity and fixed income markets.
- Strong institutional client network and relationship-building skills.
- Excellent communication, presentation, and negotiation skills.
- Strong analytical and strategic thinking capabilities.
- Proficiency in Bloomberg, Reuters, Excel, and CRM tools.
- NISM certifications (Equity Derivatives, Research Analyst) preferred.
Job Types: Full-time, Permanent
Pay: Up to ₹2,000,000.00 per year
Work Location: In person
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