Institutional Equity Sales

Intellectual Capital HR Consulting Pvt. Ltd.; Gurugram District; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Intellectual Capital HR Consulting Pvt. Ltd. is seeking an Institutional Equities Sales professional with direct experience selling research and small cap ideas to clients in India. You will work with portfolio managers, banks, and hedge funds, leveraging deep knowledge of equity research products.

The role emphasizes relationship cultivation, client meetings, and daily research updates in a fast-paced environment. MBA/CFA is desirable and 7–8 years of experience is preferred.

Qualifications

• MBA/CFA degree desirable.
• 7–8 years of experience in equity sales or research.
• Strong communication and presentation skills.
• Knowledge of Indian capital markets.

Responsibilities

• Cultivate relationships with institutional PMs and deliver investment ideas.
• Manage marketing, meetings, conferences with clients.
• Maintain relationships with asset managers and traders to disseminate research.
• Penetrate new clients through selective deployment of research platform.
• Coordinate travel for analysts and management.
• Provide daily research calls to assigned accounts.
• Monitor industry developments impacting holdings.

Skills

Institutional capital markets

Communication skills

Relationship management

Sales to institutions

Education

MBA/CFA desirable

Job description

Position Institutional Equities Sales

The Institutional Equities division is looking for an Institutional Salesperson with direct previous experience selling research and small cap stock ideas to institutional portfolio managers, banks, and hedge funds. The ideal candidate will be from Institutional capital markets background and have proven experience and understanding of equity research products.

Key Job Responsibilities:

• Cultivate relationships with institutional portfolio managers and deliver superior investment ideas.
• Manage company and analyst marketing, meetings, conference calls, and industry events with clients in a demanding, entrepreneurial and dynamic team environment.
• Day to day management of relationships with asset managers /portfolio managers, buy-side analysts, hedge fund managers, pension funds, traders) ensuring that firm research is disseminated and company management teams are introduced to appropriate clients.

Other Responsibilities :

• Provide daily research calls to assigned accounts.
• Develop account relationships with portfolio managers, analyst, hedge fund managers, traders that have the potential for daily/weekly trading business with the Firm.
• Coordinate travel schedule of analysts and company management into the assigned regions.
• Penetrate potential new clients through appropriate selective deployment of research platform. Sale is consultative. Meetings with appropriate Company team members is key.
• Provide timely feedback to team of client interaction, comments, concerns, etc. to ensure the highest level of performance on behalf of the Firm.
• Continually monitor research application for developments, industry impacts, and related news items to accurately inform accounts of events that could impact their holdings.

Desired Skills & Experience:

• Must be tracking tracking Indian capital markets in either Institutional equity research or Institutional equity sales
• MBA/CFA degree desirable
• Must have excellent communication skills
• Min. 7-8 years of experience