Posted By
Posted in
Sales & Marketing
Job Code
1644385

4.9
5+ Reviews
Institutional Sales Head (9-20 yrs)
Role Overview:
- This role requires strong market knowledge, leadership capabilities, and a proven track record of revenue generation. The candidate will drive client acquisition, strategic growth, and team performance while ensuring exceptional service delivery and continuous business expansion.
Key Responsibilities:
1. Client Acquisition & Relationship Management
- Manage and grow relationships with portfolio managers, fund managers, analysts, traders, and institutional decision-makers.
- Acquire new institutional clients and enhance revenue share from existing ones.
- Deliver timely research inputs, investment ideas, and actionable market strategies.
- Conduct regular client meetings to understand needs and customize offerings.
2. Business Development & Strategic Growth
- Design and execute business strategies to increase market share, revenue, and client votes/rankings.
- Identify opportunities for bulk/block deals and high-impact transactions.
- Lead empanelment processes with new institutional clients.
- Represent the firm at industry events, conferences, and corporate meetings.
3. Market Analysis & Research Coordination
- Analyze markets using charts, volumes, gross deliverables, and other technical/fundamental indicators.
- Work closely with the research team to push ideas, trading strategies, and sector insights.
- Arrange expert calls, corporate access, and thematic conferences for clients.
4. Team Leadership & Operations
- Lead, mentor, and train the institutional sales/dealing team to enhance productivity.
- Set performance goals and ensure consistent execution standards.
- Maintain high-quality service levels through best practices in account management.
5. Compliance, Reporting & Portfolio Management
- Ensure compliance with regulatory standards and internal processes.
- Track trading activity, revenue contribution, and performance metrics.
- Maintain oversight of client portfolios (where applicable).
Required Skills & Competencies:
- 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).
- 7+ 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.
Didn’t find the job appropriate? Report this Job
Posted By
Posted in
Sales & Marketing
Job Code
1644385