Job Description

Job Description – AVP / Senior Manager – Family Office / Corporate Broking

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Location: Mumbai

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Experience: 5–7 Years

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Function: Institutional Equities

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Role Overview

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We are looking for an experienced Equity Broking / Institutional Equities skilled to join the Family Office / Corporate Broking Desk of a leading financial services organization.

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The role will be responsible for servicing Family Office and UHNI clients with an institutional-style coverage model, providing access to equity research, investment/trading ideas, corporate access, roadshows and other institutional equity services.

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The incumbent will also focus on revenue generation, new client acquisition and increasing wallet share from existing relationships.

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Key Responsibilities

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- Revenue Generation: Drive broking revenue/commission and increase wallet share from existing and new clients.
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- Family Office Coverage: Service Family Office/UHNI clients with an institutional-client approach.
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- Client Acquisition: Acquire current Family Offices, UHNIs and large equity portfolio clients.
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- Corporate Access: Facilitate corporate management meetings, investor interactions, conferences and other corporate access opportunities.
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- Roadshows: Coordinate and facilitate corporate/investor roadshows for Family Office clients.
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- Research & Ideas: Share relevant equity research, market insights and investment/trading ideas with clients.
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- Relationship Management: Deepen existing relationships and increase client engagement, trading activity and revenue.
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- Work closely with Research, Sales, Dealers and Corporate Access teams to provide institutional-quality client servicing.
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- Maintain a good understanding of trading platforms, margins, trading limits and broking operations.
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- Coordinate with Operations, Risk and Compliance for seamless execution and resolution of client requirements.
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Candidate Profile

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- 5–7 years of experience in Institutional Equities, Institutional Broking, Family Office Broking, PCG/Private Client Group, Professional Investor Desk, UHNI Equity Sales or Equity Advisory.
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- Experience servicing Family Office/UHNI clients with an institutional-style coverage approach.
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- Solid understanding of equity markets, institutional research, corporate access and roadshows.
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- Proven experience in client acquisition and broking revenue generation.
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- Strong relationships with Family Offices, UHNIs and large equity investors preferred.
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- Excellent client relationship, communication and business development skills.
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📌 Senior Manager Corporate Broking- Family office (Mumbai)
🏢 Intellectual Capital HR Consulting
📍 Mumbai