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 skilled 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 G

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