About the Prospect
A quick-scaling fintech and BFSI-focused institution in India, we’re redefining how institutional clients access equity markets through technology-driven sales strategies, data-led client insights, and seamless execution workflows. We partner with global asset managers, sovereign wealth funds, and domestic institutional investors to deliver tailored equity solutions—bridging the gap between market intelligence and actionable trade execution across domestic and cross-border mandates. Role & Responsibilities
Lead, scale, and mentor a pan-India institutional equity sales team, driving revenue targets and client acquisition across mutual funds, insurance, pension, and sovereign clients.
Design and execute client-facing equity sales strategies aligned with market trends, sector rotations, and client portfolio mandates—leveraging real-time analytics and trader feedback.
Own end-to-end institutional client lifecycle—from outreach and pitch customization to trade execution, feedback loop, and retention—ensuring 95%+ client satisfaction.
Partner with research, trading, and product teams to surface high-impact equity ideas, alpha-generating themes,



and bespoke market solutions for institutional portfolios.
Build and maintain deep relationships with CIOs, PMs, and equity desks across top-tier asset managers, ensuring top-of-mind positioning and consistent deal flow.
Represent the firm externally at institutional investor roadshows, conferences, and client events—driving brand authority and market share.

Skills & Qualifications

Must-Have
Equity Sales
Institutional Client Acquisition
Portfolio Management Liaison
Equity Research Integration
Trade Execution Coordination
Client Relationship Management
Market Making Knowledge
Bloomberg Terminal

Preferred
Experience in Fintech-Enabled Sales Platforms
Derivatives or Structured Products Exposure
Global Institutional Client Base Experience

Benefits & Culture Highlights
Performance-driven culture with aggressive revenue upside and leadership equity participation.
Quick-track promotion path for high-impact contributors with direct CEO exposure.
Work alongside ex-bulge bracket equity sales leaders and top fintech product architects.

📌 Institutional Equity Sales Head From Fintech/ Bfsi Mumbai
🏢 Career Bloc
📍 Mumbai