Institutional Sales & Client Servicing

Role

About the Company:

Ventura is an omnichannel trading and investment platform with a strong presence across branches, sub-brokers, and digital channels. Established in 1994, the company is entering a new phase of growth by shifting to a digital-first model and strengthening its direct-to-consumer business. Ventura has also set up a dedicated fintech vertical focused on digital transformation, leveraging cutting-edge technology and top-tier talent to drive innovation.

Key Responsibilities:

• Operations and Execution

Ensure institutional sales activities comply with regulatory standards while managing operational processes and executing client transactions accurately and efficiently.

• Client Servicing & Relationship Management

Serve as the primary liaison for institutional clients, managing end-to-end relationships, onboarding, documentation and compliance while ensuring smooth transactions, timely query resolution, accurate record-keeping and comprehensive support for reporting and disclosures.

• Institutional Sales & Business Development

Identify and acquire new institutional clients; present investment products and market insights; drive sales across multiple product lines; achieve revenue targets and actively monitor market trends, client needs and competitor offerings.

• Client Empanelment Process

Oversee end-to-end institutional client empanelment by coordinating with cross-functional teams to ensure smooth onboarding, KYC/AML completion, documentation and trade execution.

• Market & Product Intelligence

Conduct ongoing market and product intelligence to keep institutional clients informed about industry developments, competitor strategies and product performance to enhance engagement and service delivery.

Education:

• Any Graduate or Above- Preferred Finance.
• NISM VIII Mandatory

Skills:

• Excellent communication and presentation skills.
• Tools required- Bloomberg, STP Operations, Omnisys, Greeksoft & Reuters
• Proficiency in MS Excel, PowerPoint and CRM tools.