Institutional Equity Sales

Intellectual Capital HR Consulting Pvt. Ltd.; Mumbai; On-site; INR 2,500,000 - 4,000,000; Full time

Job summary

Intellectual Capital HR Consulting Pvt. Ltd. in Mumbai is seeking an Institutional Equities Sales professional with proven experience selling research and small cap ideas to institutional clients.

You will cultivate relationships with portfolio managers, banks, and hedge funds, manage marketing efforts, coordinate meetings and travel, and ensure our research reaches decision-makers. Ideal candidates have 7-8 years in institutional markets and strong communication.

Qualifications

• Must be tracking Indian capital markets in either institutional equity research or institutional equity sales.
• MBA/CFA degree desirable.
• Excellent communication skills are required.
• Minimum 7-8 years of experience.

Responsibilities

• Cultivate relationships with institutional PMs and deliver investment ideas.
• Manage analyst marketing, meetings, calls, and industry events with clients.
• Maintain relationships with asset managers/portfolio managers, buy-side analysts, hedge fund managers, pension funds, traders to disseminate firm research.

Skills

Indian institutional capital markets

Institutional equity research or sales

Excellent communication skills

Education

MBA or 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