Institutional Equities Relationship Manager

Job highlights

• Preferred: NISM certifications in Equity Derivatives and Research Analyst

Client Acquisition & Relationship Management

• Build and manage strong relationships with institutional clients such as Asset Management Companies (AMCs), Insurance Firms, NBFCs, Corporates, and Treasury Desks.
• Understand client investment objectives and provide customized solutions across equity, debt, derivatives, and alternate asset classes.
• Engage with clients regularly through meetings, calls, webinars, and corporate events.

Sales & Product Pitching

• Promote brokerage services, research ideas, and execution capabilities to institutional clients.
• Target new empanelment opportunities and expand the client base.
• Drive high-volume and high-value transactions through strategic targeting and relationship management.

Coordination with Research & Trading Teams

• Act as a liaison between clients and the research desk to deliver investment ideas and insights.
• Coordinate with the trading desk to ensure timely and best execution of institutional trades.
• Provide actionable client feedback to internal teams to improve offerings and service.

Market Intelligence & Reporting

• Track and analyze market trends, fund flows, institutional investment behavior, and regulatory updates.
• Generate and present MIS reports, client activity summaries, and strategic business development plans to management.

Skills & Competencies

• Strong knowledge of equity and fixed income markets.
• Established institutional client network and proven relationship management capabilities.
• Excellent communication, presentation, and negotiation skills.
• High-level analytical and strategic thinking ability.
• Proficiency in tools such as Bloomberg, Reuters, MS Excel, and CRM platforms.

Preferred: NISM certifications in Equity Derivatives and Research Analyst.