Institutional Equity Sales Role - India - Boutique Investment Banking Firm

Key Responsibilities :

- Develop and manage relationships with institutional clients (Domestic & FII).

- Drive equity sales revenue by executing client trades and achieving business targets.

- Generate new institutional client relationships and expand the existing client base.

- Coordinate with research analysts to deliver timely investment ideas and market insights.

- Arrange corporate access, management meetings, roadshows and investor conferences.

- Maintain regular client engagement through calls, meetings and market updates.

- Understand client investment strategies and provide tailored trading and investment solutions.

- Monitor market trends, sector developments and macroeconomic events impacting investments.

- Collaborate with trading, research, and investment banking teams for seamless client servicing.

- Ensure compliance with regulatory guidelines and internal policies.

- Maintain accurate CRM records, client activity reports and sales MIS.

- Contribute to increasing market share, client wallet shares and overall institutional business growth.

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.