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CLSA

Director, Institutional Sales

Posted 11 Days Ago
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In-Office
Mumbai, Maharashtra, IND
Expert/Leader
In-Office
Mumbai, Maharashtra, IND
Expert/Leader
Lead institutional sales for Indian equity markets by developing market and sector expertise, managing senior client relationships, delivering customized research and trading solutions, improving client rankings, growing revenue, cross-selling products including ECM deals, and onboarding emerging clients and hedge funds. The role requires strong research knowledge, communication skills, established Asia-India client relationships, and the ability to sell across product lines.
The summary above was generated by AI
 Key Areas of Responsibilities

  • Sales Specialist/Domain Knowledge: Build Bottom Up and Top Down knowledge on Indian Equity Markets. Build own Sector/Stock Depth by listening to Analyst Calls/Mgmt Meetings.
  • Account Management: Know your client’s investment style, Portfolio holdings, PM & Analyst Teams, and do customized sales service. Main goal is to be Top 5 in Client Rankings in Broker Review.
  • Positioning: Be seen as a trusted advisor. As an Extended/Shared PM for your top clients
  • Platform Sales: Sales is the channel to deliver the firm. India Research, Global Research, Corporate Access, Trading/Blocks.
  • KPIs: Client Intensity, Client Rankings, Revenue Growth & Cross Sell.
  • Cross Sell: Distribute ECM Deals.
  • New Clients: Onboard new emerging clients, including HFs as we come up with new solutions
  • Team Work: #EkTeamEkDream & have Fun!

Requirements
  • Strong Market & Research Understanding
  • Compelling written & verbal Communication Skills
  • 10+ year experience in Research/Sales
  • Strong Existing Relationships with Asia-India based clients.
  • Ability to engage with Quality (Research) Focused Clients – thereby own Senior Relationships
  • Ability to sell & cross-sell across available product lines to allocated clients


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