Estee Advisors - Head - Institutional Sales

Key Responsibilities

1. Business Development & Revenue Growth

- Drive the institutional sales strategy for long-only clients to achieve revenue, market share, and client coverage objectives.

- Expand the firm's reach across domestic and foreign institutional investors (DIIs and FIIs).

- Identify, engage, and onboard new institutional clients, including mutual funds, insurance companies, and global long-only investors.

- Deepen wallet share by promoting equity research ideas, corporate access, and execution capabilities.

2. Client Relationship Management

- Build and maintain strong relationships with fund managers, CIOs, and senior analysts at institutional funds.

- Serve as a trusted advisor by delivering actionable investment insights, sectoral updates, and company intelligence.

- Facilitate seamless client servicing through timely dissemination of research, management interactions, and market events.

- Ensure client satisfaction and long-term retention through proactive and personalized engagement.

3. Collaboration with Research & Trading Teams

- Align client coverage priorities with the research team's focus areas.

- Coordinate with the trading desk for high-quality execution and efficient order management.

- Partner with analysts to organize corporate roadshows, conferences, and thematic events.

4. Market Intelligence & Strategy

- Track market developments, fund flows, and sectoral positioning to identify new business opportunities.

- Provide insights on macro and micro trends, portfolio shifts, and emerging investment themes.

- Contribute to strategic initiatives to strengthen the firm's positioning among institutional investors.

5. Leadership & Team Management

- Mentor and develop junior sales professionals and associates.

- Foster a collaborative, research-driven, and client-centric culture within the team.

- Support capability building and succession planning within the institutional sales function.