Posted by
Tejasvi Maldikar
Founding Member | Practice Lead BFSI at Wave HR Advisory
Last Active: 17 August 2026
Posted in
Banking & Finance
Job Code
1714808

Key Responsibilities:
- Build and manage relationships with Asia-Pacific (APAC) based institutional investors, including FIIs, hedge funds, mutual funds, and sovereign wealth funds.
- Drive equity sales revenue across APAC markets by achieving assigned business targets.
- Identify and onboard new institutional clients across the APAC region.
- Provide timely market intelligence, investment ideas, and research insights relevant to APAC clients.
- Coordinate with research analysts, sales traders and corporate access teams to deliver value-added client solutions.
- Organize and facilitate corporate access meetings, roadshows, conferences and non-deal roadshows (NDRs).
- Develop a strong understanding of client portfolios, investment strategies and sector preferences.
- Execute and follow up on client orders while ensuring high service standards.
- Monitor APAC market developments, macroeconomic trends and regulatory changes impacting client investments.
- Collaborate with Investment Banking, Research, and Trading teams to maximize cross-selling opportunities.
- Ensure adherence to SEBI, exchange and international regulatory/compliance requirements applicable to APAC clients.
- Maintain client coverage reports, CRM updates, revenue tracking, and MIS dashboards.
- Enhance wallet share with existing clients while increasing market penetration across the APAC region.
- Support strategic initiatives to strengthen the firm's institutional equity franchise in APAC.
Relevant Skills, Knowledge & Experience:
- Graduate/MBA/CA or equivalent qualification preferred.
- Strong experience in Institutional Sales, Capital Markets or Broking.
- Proven track record of handling large institutional accounts and achieving revenue targets.
- Strong understanding of equity capital markets and investment products.
- Strong leadership and exceptional interpersonal skills with the ability to influence senior stakeholders.
- Ability to build and lead high-performing teams in a dynamic, competitive environment.
- Experience in institutional sales with a strong track record of client management and revenue generation.
About the firm: A boutique investment banking platform with over 40 years of presence in India's financial markets, offering strong capabilities across Investment Banking, Equity Capital Markets, M&A and Institutional Equities. The firm provides exposure to marquee transactions, long-standing client relationships and an entrepreneurial work environment.
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Posted by
Tejasvi Maldikar
Founding Member | Practice Lead BFSI at Wave HR Advisory
Last Active: 17 August 2026
Posted in
Banking & Finance
Job Code
1714808