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Director, Institutional Sales

Citicclsa

MumbaiPosted 21 h agoDirect from company

  • LocationMumbai
  • Work typeNot stated
  • EmploymentFull-time
  • Posted30 October 2026
  • SourceCiticclsa's careers page (Workday)
  • Last checked5 h ago on Citicclsa's careers page
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About the role

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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