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

Mumbai Experience:

5–7 Years Function:

Institutional Equities Role Overview We are looking for an experienced

Equity Broking / Institutional Equities professional

to join the

Family Office / Corporate Broking Desk

of a leading financial services organization. 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. The incumbent will also focus on

revenue generation, new client acquisition and increasing wallet share

from existing relationships. Key Responsibilities Revenue Generation:

Drive broking revenue/commission and increase wallet share from existing and new clients. Family Office Coverage:

Service Family Office/UHNI clients with an

institutional-client approach . Client Acquisition:

Acquire new Family Offices, UHNIs and large equity portfolio clients. Corporate Access:

Facilitate

corporate management meetings, investor interactions, conferences and other corporate access opportunities . Roadshows:

Coordinate and facilitate

corporate/investor roadshows

for Family Office clients. Research & Ideas:





Share relevant

equity research, market insights and investment/trading ideas

with clients. Relationship Management:

Deepen existing relationships and increase client engagement, trading activity and revenue. Work closely with

Research, Sales, Dealers and Corporate Access teams

to provide institutional-quality client servicing. Maintain a good understanding of

trading platforms, margins, trading limits and broking operations . Coordinate with

Operations, Risk and Compliance

for seamless execution and resolution of client requirements. Candidate Profile 5–7 years of experience

in Institutional Equities, Institutional Broking, Family Office Broking, PCG/Private Client Group, Skilled Investor Desk, UHNI Equity Sales or Equity Advisory. Experience servicing

Family Office/UHNI clients with an institutional-style coverage approach . Strong understanding of

equity markets, institutional research, corporate access and roadshows . Proven experience in

client acquisition and broking revenue generation . Strong relationships with

Family Offices, UHNIs and large equity investors

preferred. Excellent client relationship, communication and business development skills.

📌 Senior Manager Corporate Broking- Family office (Mumbai)
🏢 Intellectual Capital HR Consulting
📍 Mumbai