Institutional Sales Executive

Intellectual Capital HR Consulting Pvt. Ltd.; Ahmedabad District; On-site; INR 1,200,000 - 2,000,000; Full time

Job summary

Intellectual Capital HR Consulting Pvt. Ltd. in Ahmedabad is seeking an Institutional Equities Sales professional with 7-8 years of experience to cultivate relationships with institutional portfolio managers and deliver compelling investment ideas.

You will manage marketer activities, coordinate meetings and industry events, and build strategic client partnerships across buy-side accounts in India's capital markets.

Qualifications

• Must track Indian capital markets in institutional equity research or sales.
• MBA or CFA degree desirable.
• Excellent communication skills required.
• Minimum 7–8 years of experience.

Responsibilities

• Cultivate relationships with institutional PMs and deliver investment ideas.
• Manage company and analyst marketing, meetings, and industry events with clients.
• Oversee relationships with asset managers, buy-side analysts, hedge fund managers, and traders.
• Provide daily research calls and develop account relationships for trading opportunities.
• Coordinate travel of analysts and management into assigned regions.
• Sales is consultative; coordinate with company teams.
• Monitor research updates to inform accounts of events impacting holdings.

Skills

Institutional equity sales

Capital markets tracking

Communication skills

Education

MBA

CFA

Job description

Position Institutional Equities Sales

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