Institutional Equities Relationship Manager

16 hours ago

Nariman Point Mumbai Maharashtra, India Eureka Stock & Share Broking Services Ltd. Full time ₹ 15,00,000 - ₹ 20,00,000 per year

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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