Director, Institutional Sales

Posted 5 Days Ago
Be an Early Applicant
Mumbai, Maharashtra, IND
In-Office
Expert/Leader
Fintech • Payments • Financial Services
The Role
Lead institutional sales for Indian equity markets by developing market and sector expertise, managing senior client relationships, delivering customized research and trading solutions, improving client rankings, growing revenue, cross-selling products including ECM deals, and onboarding emerging clients and hedge funds. The role requires strong research knowledge, communication skills, established Asia-India client relationships, and the ability to sell across product lines.
Summary Generated by Built In
 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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Skills Required

  • 10+ years of experience in research or sales
  • Strong market and research understanding
  • Strong existing relationships with Asia-India-based clients
  • Compelling written and verbal communication skills
  • Ability to engage with quality research-focused clients and own senior relationships
  • Ability to sell and cross-sell across available product lines

CLSA Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about CLSA and has not been reviewed or approved by CLSA.

  • Pay Growth & Progression — Base pay for junior bankers was increased significantly in 2021 to stay competitive in a hot market. This indicates willingness to adjust compensation when talent risks rise.
  • Healthcare Strength — Permanent staff are automatically enrolled in healthcare aligned to local markets, with added travel health and security support via International SOS. This points to solid core medical coverage with global-travel assistance.
  • Retirement Support — Permanent staff are automatically enrolled in pension plans aligned to local markets. A group retirement plan is administered regionally, signaling formalized retirement benefits infrastructure.

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The Company
HQ: Hong Kong
2,160 Employees
Year Founded: 1986

What We Do

CITIC CLSA is a wholly-owned subsidiary of CITIC Securities and its overseas business platform. Established in Hong Kong in 1986, CITIC CLSA is Asia’s leading capital markets and investment group, committed to driving the growth strategies of global institutional investors, corporations, governments and high-net-worth individuals. CITIC CLSA’s award-winning research, extensive Asia network, direct links to China and highly experienced financial professionals set CITIC CLSA apart from global investment banks and regional players. Over three decades, CITIC CLSA has built an extensive Asia network with deep local knowledge and connections. Globally, we operate from 13 countries across Asia, Australia, Europe and the Americas. For further information, please visit clsa.com

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