1. Client Relationship Management: Build and maintain strong relationships with institutional clients, understanding their investment needs, risk appetite, and investment strategies. Develop a deep understanding of their investment portfolios and objectives to provide tailored investment solutions and ideas. 2. Equity Product Sales: Promote and sell equity products, including stocks, initial public offerings (IPOs), and follow-on public offerings (FPOs), to institutional clients. Present investment recommendations and ideas based on thorough research and analysis of companies, sectors, and market trends. 3. Market Research and Analysis: Conduct in-depth research and analysis on companies, sectors, and market trends to identify investment opportunities and develop investment strategies. Stay updated on market developments, regulatory changes, and economic indicators that may impact investment decisions. 4. Investment Advisory: Provide investment advice and recommendations to institutional clients, including portfolio managers, fund managers, and analysts. Understand their investment mandates and constraints to deliver customized solutions and assist them in achieving their investment objectives. 5. Sales Strategies and Target Achievement: Develop and implement sales strategies to maximize revenue and achieve sales targets. Collaborate with internal research teams, traders, and investment bankers to deliver comprehensive solutions to clients. 6. Market Intelligence: Gather market intelligence and competitive insights to stay ahead of industry trends, investor preferences, and competitor activities. Understand the investment strategies and preferences of institutional clients to anticipate their needs and offer relevant investment opportunities. 7. Client Presentations and Relationship Meetings: Prepare and deliver client presentations, investment pitches, and market updates to institutional clients. Attend meetings with clients to discuss investment strategies, market insights, and performance reviews. Foster long-term relationships with key decision-makers within client organizations. 8. Compliance and Regulatory Requirements: Ensure compliance with all applicable regulatory requirements, including those related to sales practices, client onboarding, and client suitability. Adhere to internal policies and procedures, maintaining the highest standards of ethics and integrity in all client interactions. 9. Market Development and Networking: Stay active in industry forums, conferences, and networking events to expand professional networks and enhance market visibility. Develop and maintain relationships with industry experts, research analysts, and other key stakeholders to gain insights and access to investment opportunities. Education and Experience: - Bachelor's or Master's degree in Finance, Business, Economics, or a qualified Chartered Accountant. - Relevant certifications such as NISM-Series-XI Equity Sales Certification or similar credentials may be preferred. - 5+ experience in institutional equity sales or related roles within the financial services industry. - Strong knowledge of equity markets, investment products, and financial analysis. - Excellent sales and relationship management skills, with a proven track record of meeting sales targets and building client relationships. - Sound understanding of institutional investors' investment strategies, risk management, and regulatory requirements. - Analytical and research skills to evaluate investment opportunities and present investment ideas. - Excellent communication and presentation skills to effectively engage with institutional clients and internal stakeholders. - Proficiency in using financial research tools, market data platforms, and customer relationship management (CRM) systems. - Self-motivated, proactive, and results-oriented with a strong business acumen.

Mumbai

Prabhudas Lilladher - AVP/VP - Institutional Equity Sales 

Job Description for Prabhudas Lilladher - AVP/VP - Institutional Equity Sales  in Prabhudas Lilladher Pvt. Ltd. in  Mumbai for (5-15) years of experience. Apply Now!