Institutional Equities Relationship Manager

3 - 7 years

4 - 8 Lacs

Posted:6 days ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

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.
  • Engage with clients regularly through meetings, calls, webinars, and corporate events.
Sales & Product Pitching
  • Promote brokerage services, research ideas, and execution capabilities to institutional clients.
  • Target new empanelment opportunities and expand the client base.
  • Drive high-volume and high-value transactions through strategic targeting and relationship management.
Coordination with Research & Trading Teams
  • Act as a liaison between clients and the research desk to deliver investment ideas and insights.
  • Coordinate with the trading desk to ensure timely and best execution of institutional trades.
  • Provide actionable client feedback to internal teams to improve offerings and service.
Market Intelligence & Reporting
  • Track and analyze market trends, fund flows, institutional investment behavior, and regulatory updates.
  • Generate and present MIS reports, client activity summaries, and strategic business development plans to management.
Skills & Competencies
  • Strong knowledge of equity and fixed income markets.
  • Established institutional client network and proven relationship management capabilities.
  • Excellent communication, presentation, and negotiation skills.
  • High-level analytical and strategic thinking ability.
  • Proficiency in tools such as Bloomberg, Reuters, MS Excel, and CRM platforms.

Preferred:

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Eureka Stock And Share Broking Services
Eureka Stock And Share Broking Services

Finance

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