Deputy Manager - Institutional

• 2 weeks ago
  

Job Summary

Key Responsibilities

• Client Relationship Management
• Develop and maintain strong relationships with existing and prospective institutional clients.
• Understand clients’ investment strategies and portfolio requirements to recommend suitable investment ideas.
• Act as the primary point of contact for client communication and service support.
• Sales & Business Development
• Identify and onboard new institutional clients to increase brokerage revenue.
• Promote equity research reports, investment themes, and trading opportunities generated by the research team.
• Coordinate roadshows, analyst meetings, and corporate access events for clients.
• Market Intelligence & Advisory
• Stay updated on equity markets, macroeconomic trends, and sectoral developments.
• Communicate timely insights, investment ideas, and trading strategies to clients.
• Work closely with research analysts to align client interests with actionable research ideas.
• Trade Coordination & Execution Support
• Coordinate with the dealing desk to ensure efficient and accurate trade execution for clients.
• Ensure compliance with internal and regulatory guidelines in all client interactions.
• Reporting & Compliance
• Maintain detailed records of client meetings, call reports, and trading activity.
• Ensure adherence to SEBI, NSE/BSE, and internal compliance policies.
• Maintain confidentiality of client orders and trading strategies at all times.
  

Qualifications & Skills

• Education: MBA (Finance) / PGDM / CA / CFA or equivalent.
• Experience: 6–8 years in institutional equity sales or related roles in a broking or financial services firm.
  

Skills Required

• Strong understanding of equity markets, valuation, and investment products.
• Excellent communication and presentation skills.
• Ability to build long-term client relationships.
• Analytical mindset with a grasp of financial modeling and research concepts.
• Team player with a proactive approach.
  

Key Performance Indicators (KPIs)

• Growth in brokerage revenue from institutional clients.
• Number of new client acquisitions.
• Client satisfaction and retention levels.
• Effectiveness of research idea dissemination and client engagement.