Job Description

Job Title: Institutional Equities Relationship Manager

Department:

Institutional Sales

Location:

Mumbai

Experience:

3-7 Years

Education:

Graduate/Postgraduate in Finance, Commerce, or MBA (Finance); NISM Certifications preferred

Salary-15-20LPA (Per annum)

Key Responsibilities:

Client Acquisition & Relationship Management

Build and manage strong relationships with

institutional clients

such as Asset Management Companies (AMCs), Insurance Firms, NBFCs, Corporates, and Treasury Desks. Understand client investment objectives and provide customized solutions across equity, debt, derivatives, and alternate asset classes. Regularly engage with clients through meetings, calls, webinars, and corporate events.

Sales & Product Pitching

Promote brokerage services, research ideas, and execution capabilities to institutional clients. Get & target new empanelment opportunities. Ensure high-volume and value transactions through strategic client targeting.

Coordination with Research & Trading Teams

Act as a liaison between the

research desk

and clients to deliver actionable investment ideas and reports. Coordinate with the

trading desk for best execution of institutional trades

. Provide client feedback to internal teams to align product offerings with market needs.

Market Intelligence & Reporting

Monitor and analyze market trends,

fund flows, institutional behavior, and regulatory updates.

Prepare and present MIS reports, client activity summaries, and business development plans to senior management.

Skills & Competencies:

Deep understanding of equity and fixed income markets. Strong institutional client network and relationship-building skills. Excellent communication, presentation, and negotiation skills. Strong analytical and strategic thinking capabilities. Proficiency in Bloomberg, Reuters, Excel, and CRM tools. NISM certifications (Equity Derivatives, Research Analyst) preferred.
Job Types: Full-time, Permanent

Pay: Up to ₹2,000,000.00 per year

Work Location: In person