We have been retained by one of the premier wealth management firms serving investors both in India and overseas with its head offices in Mumbai, to search for them a Vice President Institutional Sales and Research.

The position reports to the Managing Director.

Salary shall be commensurate with qualification and experience and will not be a constraint for the right candidate.

Role Description :

- Provide strategic direction to the institutional segment to enable business growth.

- Plan and strategize the Institutional segment business plan for implementation in coordination with the research and product development team.

- Sales and Marketing of products/ideas under Equity, currency, commodity and derivative platforms.

- Develop, maintain and manage Domestic as well as Global client relationships with key institutional investors across Banks, AMCs, AIFs, Family Offices, HFs, Insurance cos, ETFs,



FIIs, FPIs, Pension funds, etc.

- Identify substantial leads, develop relationships and successfully deliver customized products across each of the product platforms.

- Provide MIS and analysis of the MIS including dashboards and other metrics

- Implement review systems for the business and manage the deliverables.

- Highlight inefficiencies across functions and take corrective actions

- Budgeting, costing and cost controls

- Regular internal audits and ensuring compliances with minimal variances