Institutional Equity Sales Role - Financial Services

XYZ Capital Group is a Singapore-based company established in the 1970s. They employ more than 3,500 people worldwide with member companies operating in Singapore, Hong Kong, China, Japan, Malaysia, Thailand, Indonesia, Sri Lanka, United Kingdom, France, Australia, Turkey, India and the U.S. The firm has shareholder equity greater than $1 billion and global assets under custody greater than $18 billion.

Products & Services

The Group offers a suite of financial services including brokering of futures, foreign currency exchange, equities, fixed income, bonds, unit trusts, real estate, and insurance.

Reports To: Head of Sales of the Institutional Equities

Job Description : 

As an integral part of the Institutional Equity Sales Desk, you will be responsible for the following : 

- Responsible for overall Institutional Business and handling and expanding portfolios of clients for Institutional Equity

- Acquire new clients (FIIs/Domestic FIs) and build the Institutional client base for Institutional Brokerage business

- Service Institutional Investors with equity research ideas generated by the equity research team and facilitate Investors understanding of the market opportunities

- Keeping them updated on the research calls being made by the organization and advising them on the asset allocation within their portfolio

- Identify, convert & develop successful business relationships with Banks, FIIs, Mutual Funds, Insurance Companies, Pension Funds, Hedge Funds & other Institutional Investor segments for Equity sales.

- Responsible to retain existing assets, and increase new assets under management and grow revenues generated

- Cover the designated market and contribute towards building and running the firms marketing and sales effort.

- Generate leads and act as a productive resource by meeting targets thereby ensuring the fulfilment of budgetary expectations of the organization.

- Coordinating meet between research team with various kind of institutions and corporate

- Responsible for identifying customer needs and assessing their risk appetite

- Prepare and execute a sales plan for the assigned relationship accounts.

- Monitor clients product preferences and assess their investment goals, and work closely with the Senior Management, Capital Markets in structuring the appropriate products.

- Liaise between the clients and the company's specialist desks and cross-sell the company's full range of financial services and products

- Maintain records of clients and provide timely progress reports to management.

- You may also be responsible for the preparation of marketing materials and presentations of the company's products and services.

- Responsible for revenue generation in terms of brokerage

- Manage customer meetings and sales process as part of his reporting structure.

- Conducting market research for generating business thereby adding for revenue generation

- Preparing and maintaining MIS report

Desired Candidate Profile

- MBA with 4 to 12 years of experience in Institutional Equity Sales

- An established past record of acquiring Equity Institutional clients a must

- Exceptional knowledge of professional and institutional trading

- Should have strong networking and relationship building skills

- Adequate knowledge of the Equity market and the dynamics of Broking business Functional Area

In-depth knowledge of the economic trends and events and their potential effect on customers assets

- Excellent command of the English language, communication

- Superior sales skills, Customer Focused, Strong process understanding, Self-starter