Director, Institutional Sales at CLSA, Mumbai

Director, Institutional Sales at CLSA in Mumbai. Full-time. Apply with swipeandhired.

Key Areas of Responsibilities

• Sales Specialist/Domain Knowledge: Build Bottom Up and Top Down knowledge on Indian Equity Markets. Build own Sector/Stock Depth by listening to Analyst Calls/Mgmt Meetings.
• Account Management: Know your client’s investment style, Portfolio holdings, PM & Analyst Teams, and do customized sales service. Main goal is to be Top 5 in Client Rankings in Broker Review.
• Positioning: Be seen as a trusted advisor. As an Extended/Shared PM for your top clients
• Platform Sales: Sales is the channel to deliver the firm. India Research, Global Research, Corporate Access, Trading/Blocks.
• KPIs: Client Intensity, Client Rankings, Revenue Growth & Cross Sell.
• Cross Sell: Distribute ECM Deals.
• New Clients: Onboard new emerging clients, including HFs as we come up with new solutions
• Team Work: #EkTeamEkDream & have Fun!

Requirements

• Strong Market & Research Understanding
• Compelling written & verbal Communication Skills
• 10+ year experience in Research/Sales
• Strong Existing Relationships with Asia-India based clients.
• Ability to engage with Quality (Research) Focused Clients – thereby own Senior Relationships
• Ability to sell & cross-sell across available product lines to allocated clients

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