Equity & Institutional Sales Role - Wealth Management - CA/CFA

Job Title: Equity and Institutional Sales

Location: Mumbai(Only local candidates)

Education: MBA/CA/CFA or equivalent in Finance/Economics

Experience: 10+ years in Equity and Institutional Sales, preferably in wealth management

About the Role:

This senior role is focused on advancing the firm's presence in the institutional equity market, driving business growth, and delivering high-impact client advisory services. The individual will leverage deep expertise in equity markets, leadership skills, and client relationships to expand the firm's portfolio and build long-lasting client partnerships.

Key Responsibilities

- Strategic Client Partnerships: Cultivate and enhance relationships with high-value institutional clients, tailoring investment solutions to align with their long-term goals and risk profiles.

- Sales Strategy & Leadership: Define and execute an institutional equity sales strategy that aligns with market trends and the firm's growth objectives; oversee a team of sales professionals, promoting collaboration and sales excellence.

- Market Leadership & Intelligence: Serve as a subject matter expert on equity markets, regularly conducting market and sector analysis to anticipate opportunities and risks. Share insights with clients and internal teams to inform strategic decision-making.

- Product Innovation & Customization: Collaborate closely with research, product development, and portfolio management teams to develop and customize investment products that meet the evolving needs of institutional clients.

- Revenue & Business Growth: Drive revenue growth through identifying and capturing new business opportunities, cross-selling equity solutions, and expanding the client base.

- Risk & Compliance Management: Ensure all client interactions and sales activities meet regulatory standards, and proactively manage risks associated with client portfolios and market dynamics.

- Client Portfolio Advisory: Advise on asset allocation, portfolio structuring, and rebalancing strategies to optimize client returns in line with market conditions and regulatory changes.

Key Skills:

- Advanced Market Knowledge: Deep understanding of equity markets, global economic trends, and institutional investment strategies.

- Client-Centric Approach: Proven track record in building and maintaining strategic client relationships and delivering customized financial solutions.

- Leadership & Mentorship: Demonstrated success in leading high-performance sales teams and mentoring junior professionals.

- Analytical & Strategic Thinking: Strong analytical abilities to assess market data, spot trends, and make data-driven recommendations.

- Excellent Communication & Negotiation Skills: Exceptional ability to convey complex market information and negotiate solutions that align with client and firm objectives.

- Compliance & Risk Awareness: Up-to-date knowledge of regulatory standards and a commitment to managing risk in all sales activities.

- Prior experience in wealth management or financial services is highly preferred.

What We Offer

A senior leadership role with substantial influence in shaping the firm's equity sales strategy.

Competitive compensation package with performance-linked incentives.

Access to ongoing professional development, industry networking opportunities, and a collaborative work environment.