Director, Institutional Sales
- LocationMumbai
- Work typeNot stated
- EmploymentFull-time
- Posted30 October 2026
- SourceCITIC Securities's careers page (Workday)
Live checkFirst seen 7 days ago; still listed on CITIC Securities's careers page 2 h ago.
At a glance
- Experience10+ years
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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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