Institutional Sales - Head (Trading Desk)

iRageCapital Advisory Private Limited; Mumbai; On-site; INR 2,500,000 - 6,000,000; Full time

Benefits offered by this job

Competitive salary

Generous paid time off

Health covered

Annual Education Allowance

Gym memberships

On-site sports & team events

Job summary

A financial advisory firm in Mumbai is seeking an Institutional Sales Head to lead their institutional business by expanding relationships with mutual funds, insurance companies, and banks. The candidate will drive revenue through equity cash and derivative products while managing high-level relationships. We're looking for someone with over 5 years of experience in institutional sales, strong market knowledge, and excellent relationship-building skills. This role offers a competitive salary and numerous benefits, including performance rewards and generous paid time off.

Qualifications

• 5+ years of relevant institutional sales experience with strong relationships across major fund houses, insurers, banks, and FIIs/FPIs.
• Proven leadership and decision-making abilities.
• Strong understanding of equity markets and institutional investor behaviour.

Responsibilities

• Generate revenue by achieving quarterly and annual brokerage and commission targets.
• Deepen wallet share with existing institutional clients and acquire new clients.
• Advise clients on market developments and best execution.
• Market and product marketing: promote in-house research, investment ideas, and corporate access.
• Trade handling and execution oversight; ensure compliance with SEBI regulations.

Skills

Market knowledge

Relationship building

Negotiation skills

Communication

Time management

Team management

Education

Postgraduate degree in Finance, Business, or related field

Tools

Bloomberg

FIX order management

Job description

Operations

The Institutional Sales Head will lead the institutional business by expanding relationships with mutual funds, insurance companies, banks, FPIs/FIIs, pension funds, and other large institutional investors. The role will lead the sales franchise to drive revenue through equity cash and derivative products. The role involves managing high-level relationships with Fund Managers, CIOs, and Dealers at top mutual funds, insurance companies, and banks. The ideal candidate will blend deep market knowledge with a proven ability to monetize research and corporate access.

Target Clients: Domestic Institutional Investors (DIIs), Mutual Funds, Insurance Companies, Banks, FIIs/FPIs, AIFs, and Family Offices

Key Responsibilities

1. Revenue Generation & Client Management

Generate Revenue: Achieve quarterly and annual brokerage and commission targets through Cash and Derivative products.

Relationship Management: Deepen wallet share with existing institutional clients (MFs, Insurance, Banks) and acquire new clients.

Client Coverage: Maintain high-touch, regular engagement with Decision Makers, CIOs, Fund Managers, and Dealers.

Product Marketing: Effectively market in-house research, investment ideas, and corporate access (roadshows, NDRs).

Market Strategy: Develop and execute sales strategies tailored to institutional investor needs.

Advisory: Advise clients on market developments, best execution, and block sourcing.

Feedback Loop: Provide structured, actionable feedback from clients to internal Research and Trading teams.

3. Execution & Operations

Trade Handling: Oversee smooth execution and settlement of transactions (NSE CM & FNO).

Platform Usage: Utilize Bloomberg, FIX order management, and other trading tools for efficiency.

Compliance: Ensure strict adherence to SEBI regulations and internal compliance norms.

Team Management: Mentor, guide, and train junior sales team members to build a strong sales culture.

Internal Coordination: Collaborate with Investment Banking, Dealing, and Research teams to facilitate high-impact transactions.

Strong understanding of equity markets and institutional investor behaviour.

Proven leadership, relationship-building, and negotiation skills.

Excellent communication, market analysis, and decision-making abilities.

Ability to integrate research-driven strategies into client engagement.

Strong time management and coaching abilities.

Preferred

Experience dealing with FPIs/FIIs, PMS, AIFs, ETFs.

Background in research or investment strategy.

Familiarity with electronic trading platforms and algo tools.

Qualifications

Postgraduate degree in Finance, Business, or related field (MBA/CA/CFA preferred).

5+ years of relevant institutional sales experience with strong relationships across major fund houses, insurers, banks, and FIIs/FPIs.

Why You’ll Love Working Here

We’re a team that hustles—plain and simple. But we also believe life outside work matters. No cubicles, no suits—just great people doing great work in a space built for comfort and creativity.

Here’s what we offer

• 💰 Competitive salary – Get paid what you’re worth.
• 🌴 Generous paid time off – Recharge and come back sharper.
• 🌍 Work with the best – Collaborate with top-tier global talent.
• ✈️ Adventure together – Annual offsites (mostly outside India) and regular team outings.
• 🎯 Performance rewards – Multiple bonuses for those who go above and beyond.
• 🏥 Health covered – Comprehensive insurance so you’re always protected.
• ⚡ Fun, not just work – On-site sports, games, and a lively workspace.
• 🧠 Learn and lead – Regular knowledge-sharing sessions led by your peers.
• 📚 Annual Education Allowance – Take any external course, or certification that makes you better at your craft.
• 🏋️ Stay fit – Gym memberships with equal employer contribution to keep you at your best.
• 🚚 Relocation support – Smooth move? We’ve got your back.
• 🏆 Friendly competition – Work challenges and extracurricular contests to keep things exciting.