Institutional Equity Sales

Intellectual Capital HR Consulting Pvt. Ltd.; Lucknow; On-site; INR 3,500,000 - 5,500,000; Full time

Job summary

Intellectual Capital HR Consulting Pvt. Ltd. in Lucknow invites an experienced professional for an Institutional Sales role (Manager/Senior Manager).

You will engage institutional portfolio managers, banks, and hedge funds with equity research ideas and market insights. The role requires deep knowledge of Indian capital markets, strong communication, and a track record in institutional sales or equity research, with 7–8 years of experience. MBA/CFA is desirable.

Qualifications

• Must be 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

Responsibilities

• Cultivate relationships with institutional portfolio managers and deliver investment ideas.
• Manage company and analyst marketing, meetings, calls, and industry events with clients.
• Day to day management of relationships with asset managers/portfolio managers, buy-side analysts, hedge fund managers, pension funds, traders.
• Provide daily research calls to assigned accounts.
• Develop account relationships with PMs, analysts, hedge funds, and traders for daily/weekly trading potential.

Skills

Capital markets

Institutional equity research

Institutional equity sales

Client relationship management

Education

MBA/CFA degree

Job description

Job description

Role

Institutional Sales

Title

Manager/ Sr. Manager

Salary Range

Best as per the industry standard

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