Position Description
• Key member of the Mumbai based Institutional Equity Sales team.
• Early-Career position that progressively grows in seniority.

Key Areas of Responsibilities
• Sales/Relationship Management: Independently manage 15-20 Emerging Clients (Long Only & Hedge Funds), and Support Head of Sales in a few Large Clients.
• Key Account Management: Be on top of the Client Teams, their Investment Style, Service Requirements & Broker Review/Voting process.
• Ideate: Customize Money Making ideas based on CLSA Research, marring it with the client’s investment styles & investment objectives.
• Collaborate: With Research, ECM, Corporate Access, Senior Sales, Sales Trading & Regional Sales to deliver Client Success.
• Performance Measure: Achieve Top Tier rating for CLSA with all clients under coverage.
• Desk Support:



Assist the Head of Sales in various initiatives & projects.

Requirements
• Top sales, relationship management, key account management, client servicing & communication skills. Ability to multi-task and process lot of information/data is key.
• Previous work experience of 3-6 years in Institutional Equity Sales (Sales/Research/Sales Trading) or Buy Side or Investment Banking will be an added advantage.
• MBA from a Tier 1 Institute would be preferred.

Stay informed on CITIC CLSA Job Opportunities
Not the right fit? You can create a job alert to receive our latest job openings that meet your interest.

📌 Associate, Institutional Sales, Sales (Mumbai)
🏢 CLSA
📍 Mumbai