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Director, Institutional Sales

CITIC Securities Fund Services (Asia) Limited · clsa.com
MumbaiDirector
Apply on CITIC Securities Fund Services (Asia) Limited’s site
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Straight from the company’s own careers site.

The job in short

Institutional sales leadership.

Details

Found
6 d ago · posted 2026-10-30
Location
Mumbai

Full description

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 Stay informed on CITIC Securities International Job Opportunities Not the right fit? You can create a job alert to receive our latest job openings that meet your interest.

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