Director, Institutional Sales
CITIC CLSA (company site, opens in a new tab)10+ yrsMumbaiOn-siteDirect career pageEst. 40–75 LPA
Posted 15h ago
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Job description
Structured overview of role & requirements
About This Role
- Develop deep expertise in Indian Equity Markets and sector-specific stocks through analyst calls and management meetings.
- Manage key client accounts by understanding their investment styles, portfolio holdings, and teams to provide customized sales service targeting Top 5 client ranking in Broker Reviews.
- Drive sales through multiple platforms including India and Global Research, Corporate Access, Trading/Blocks, aiming for growth in client intensity, revenue, and cross-selling of ECM deals while onboarding new emerging clients such as hedge funds.
Minimum Requirements
- 10+ years experience in Research or Sales related to financial markets.
- Strong existing relationships with Asia-India based clients, especially senior quality research-focused clients.
- Compelling written and verbal communication skills.
- Strong market and research understanding in Indian Equity Markets.
Ideal Candidate Profile
- Experienced in managing senior client relationships with a deep focus on quality research-driven clients.
- Proven ability to cross-sell multiple product lines including ECM and equity research solutions.
- Operates with a client-centric approach aiming for top client rankings and revenue growth within institutional sales.