Institutional Equity Sales Role

Roles & Responsibilities of Job

- Acquire new clients (FIIs/Domestic FIs) and build the Institutional client base for Institutional Brokerage business

- Responsible for overall Institutional Business and handling and expanding portfolios of clients for Institutional Equity

- Identify, convert & develop successful business relationships with Banks, FIIs, Mutual Funds, Insurance Companies, Pension Funds, & other Institutional Investor segments for Equity sales

- Prepare and execute a sales plan for the assigned relationship accounts

- Develop and maintain a long-term relationship with institutional clients

- Interacting with Institutional clients i.e. MFs, Insurance Cos, Banks, FII for regular business

- Maintaining cordial relationships with Dealers, HODs, Fund managers and coordinating with research -team for trading fundamental calls

- Meeting the clients on a regular basis to understand their requirements

- To do develop the business and generate the revenue

- Coordinating with the research team and advising the clients regarding the same

- Maintain records of clients and provide timely progress reports to management

- Coordinating meet between research teams with various kinds of institutions and corporate.