Job DescriptionJob Description – AVP / Senior Manager – Family Office / Corporate Broking
nLocation: Mumbai
nExperience: 5–7 Years
nFunction: Institutional Equities
nRole Overview
nWe are looking for an experienced Equity Broking / Institutional Equities professional to join the Family Office / Corporate Broking Desk of a leading financial services organization.
nThe 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.
nThe incumbent will also focus on revenue generation, current client acquisition and increasing wallet share from existing relationships.
nKey Responsibilities
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Revenue Generation: Drive broking revenue/commission and increase wallet share from existing and current clients.n
Family Office Coverage: Service Family Office/UHNI clients with an institutional-client approach.n
Client Acquisition: Acquire current Family Offices,



UHNIs and large equity portfolio clients.n
Corporate Access: Facilitate corporate management meetings, investor interactions, conferences and other corporate access opportunities.n
Roadshows: Coordinate and facilitate corporate/investor roadshows for Family Office clients.n
Research & Ideas: Share relevant equity research, market insights and investment/trading ideas with clients.n
Relationship Management: Deepen existing relationships and increase client engagement, trading activity and revenue.n
Work closely with Research, Sales, Dealers and Corporate Access teams to provide institutional-quality client servicing.n
Maintain a good understanding of trading platforms, margins, trading limits and broking operations.n
Coordinate with Operations, Risk and Compliance for seamless execution and resolution of client requirements.n

nCandidate Profile
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5–7 years of experience in Institutional Equities, Insti

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