Jobs › Companies › CITIC CLSA › Director, Institutional Sales

About this Director, Institutional Sales role at CITIC CLSA

CITIC CLSA · Onsite · Mumbai

 

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.


Ready to apply to CITIC CLSA?
Apply to CITIC CLSA

About CITIC CLSA

CITIC CLSA provides global investors and corporate executives with insights, liquidity and capital to drive their growth strategies. Award-winning research, an extensive Asia footprint, direct links to China and highly experienced finance professionals differentiate our innovative products and services in asset management, corporate finance, equity and debt capital markets, securities and wealth management. As part of CITIC Securities (SSE: 600030, SEHK: 6030), China’s leading investment bank, CITIC CLSA is uniquely positioned to facilitate cross-border capital flows and connect China to the world and the world to China. CITIC CLSA operates from 13 countries across Asia, Australia, Europe an

See all jobs at CITIC CLSA →

Similar jobs

Sign up for suggestions tailored to the jobs you open and the searches you save.

More jobs at CITIC CLSA

See all jobs at CITIC CLSA →

Apply now
🤖

Whoa — hold up

JobsRadar was built for real people having a rough time in their job search — not for automated requests. You're clicking way too fast and you're now temporarily blocked.

Come back later. If you're genuinely job hunting, we've got your back — just act like a human.

Catch your next role the second it’s posted.

Create a free account and we’ll watch the boards for you — the instant a job matches your search, it lands in your inbox or Telegram. No digging, no refreshing.

Create free account

Free forever · takes 30 seconds · already have one?

Get an edge on your job hunt.

Join our Telegram channel for the stuff that helps you land the role — salary benchmarks, the weekly market pulse, and new-feature drops. No spam, just signal.

Join the channel — it's free