Institutional Sales Manager - Broking

Key Responsibilities:

1. New Institutional Client Acquisition:

Identify, approach, and empanel new institutional clients (Mutual Funds, Insurance Companies, PMS, AIFs, etc.).

Convert empanelment leads into long-term, high-value strategic partnerships.

Showcase capabilities to key decision-makers including Fund Managers and Analyst teams.

2. Revenue Growth & Order Flow Enhancement:

Drive business growth by maximizing order flow through high-quality servicing and superior execution standards.

Ensure timely, proactive engagement with all client stakeholders to improve wallet share.

3. Client Engagement & Relationship Management:

Maintain strong relationships with existing institutional clients to ensure consistent business flow.

Reactivate dormant institutional clients through targeted engagement strategies.

Facilitate interactions between clients and Research Teams (Fundamental & Technical) to create visibility and confidence in research quality.

4. Client Servicing Excellence:

Ensure seamless onboarding and documentation for newly empaneled institutions.

Deliver exceptional servicing, resolve client queries swiftly, and ensure friction-free transactions.

5. Brand & Visibility Initiatives:

Organize and drive client engagement initiatives such as:

- Industry visits

- Company meetings

- Promotional activities

- Recreational networking events

Strengthen in the institutional broking ecosystem.

Required Skills & Competencies:

Total Experience: 5 - 12 years

- 5-10 years of experience in Institutional Sales / Corporate Sales in BFSI or Broking industry.

- Strong networking and relationship-building capabilities.

- Proven track record in institutional empanelment and revenue generation.

- Excellent communication and presentation skills.

- Strong executive presence with the ability to engage senior stakeholders.

- Ability to work independently, drive outcomes, and manage high-value clients.

Preferred Background:

- Experience with Broking Houses, AMCs, PMS/AIF platforms, or similar institutional environments.

- Strong understanding of equity markets and institutional sales processes.

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