Manages institutional equity clients, supports large accounts, develops customized investment ideas using research, coordinates with internal teams, and assists the Head of Sales with initiatives. The role focuses on relationship management, client servicing, broker reviews, and achieving top-tier client ratings. It is an early-career position with opportunities for increasing seniority.
Position Description
- Key member of the Mumbai based Institutional Equity Sales team.
- Early-Career position that progressively grows in seniority.
Key Areas of Responsibilities
- Sales/Relationship Management: Independently manage 15-20 Emerging Clients (Long Only & Hedge Funds), and Support Head of Sales in a few Large Clients.
- Key Account Management: Be on top of the Client Teams, their Investment Style, Service Requirements & Broker Review/Voting process.
- Ideate: Customize Money Making ideas based on CLSA Research, marring it with the client’s investment styles & investment objectives.
- Collaborate: With Research, ECM, Corporate Access, Senior Sales, Sales Trading & Regional Sales to deliver Client Success.
- Performance Measure: Achieve Top Tier rating for CLSA with all clients under coverage.
- Desk Support: Assist the Head of Sales in various initiatives & projects.
Requirements
- Top sales, relationship management, key account management, client servicing & communication skills. Ability to multi-task and process lot of information/data is key.
- Previous work experience of 3-6 years in Institutional Equity Sales (Sales/Research/Sales Trading) or Buy Side or Investment Banking will be an added advantage.
- MBA from a Tier 1 Institute would be preferred.
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