Job Description:

Job Description – Institutional Sales

📍 Location: Nariman Point, Mumbai
🖥 Mode of Interview: Virtual
💼 Experience Required: 5+ Years

About the Role

Leading Stock Broking company is looking for an experienced and result-oriented Institutional Sales professional with a strong network in the financial services industry. The ideal candidate should have hands-on experience in acquiring and managing institutional clients including Insurance Companies, Bank Treasury Teams, PMS, and Mutual Fund Houses.

Key Responsibilities

• Develop and maintain relationships with institutional clients including:
  • Insurance Companies
  • Bank Treasury Departments
  • PMS (Portfolio Management Services)
  • Mutual Fund Companies
• Generate business opportunities through institutional sales and relationship management.
• Identify new clients and expand the institutional investor base.
• Coordinate with research and dealing teams to provide investment solutions to clients.
• Handle end-to-end client servicing and ensure high client satisfaction.
• Track market trends, investment products, and competitor activities.
• Achieve business targets and revenue generation goals.
• Conduct client meetings, presentations, and product discussions.

Required Skills & Qualifications

• Minimum 5+ years of experience in Institutional Sales within Stock Broking, Financial Services, or Capital Markets.
• Strong network and connections with Insurance, Treasury, PMS, and Mutual Fund clients.
• Excellent communication, negotiation, and relationship management skills.
• Good understanding of equity markets and investment products.
• Ability to work independently and achieve business targets.
• Graduate/Post Graduate in Finance, Commerce, or related field preferred.

Preferred Candidate Profile

• Candidate should possess strong institutional market knowledge.
• Existing client relationships will be an added advantage.
• Self-motivated, target-driven, and professional in approach.

Compensation

Salary will be offered as per industry standards and candidate experience.

Interview Process

• Virtual Interview
• Final discussion with management