Institutional Equity Sales Role - Broking Firm

1.Company: A leading Broking firm

2. Role: Institutional Equity Sales

3. Experience: 5+ years in Institutional Equity Sales

4. Location: Mumbai (Nariman Point )

Company Description: A leading Broking firm, which operates cross equities markets, debt markets, corporate finance,wealth management,investment banking,commodities and merchant banking.

Job Summary :

- Developing new and existing institutional client relationships.

- Targeting new empanelment by meeting with respective fund managers

- Review customer portfolios and based on the institution's stated investment objectives, financial position, resources and assets available to invest, provide information and advice on the purchase and sale of securities.

- Preparing Sales Note, generating stock ideas and conveying the same to the institutional clients.

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

- Liaise between the clients and the company's specialist desks and cross-sell the company's full range of financial services and products

Skills

1. Proven customer service, communications, sales, mathematical, analytical, organizational, and planning skills

2. Good understanding of the major products in the Broking industry

3. Ability to communicate effectively over the telephone/email and establish credibility and trust with a variety of Institutional clients.

4. Solid understanding and exposure to financial service/trading industry.

Experience with Microsoft Office Suite (Word, Excel, Outlook, Power Point) and Internet.