Job highlights

- Preferred: NISM certifications in Equity Derivatives and Research Analyst

Client Acquisition &

- Relationship Management

- Build and manage solid relationships with institutional clients such as Asset Management Companies (AMCs), Insurance Firms, NBFCs, Corporates, and Treasury Desks.

- Understand client investment objectives and provide customized solutions across equity, debt, derivatives, and alternate asset classes.

- Engage with clients regularly through meetings, calls, webinars, and corporate events.

Sales &

- Product Pitching

- Promote brokerage services, research ideas, and execution capabilities to institutional clients.

- Target new empanelment opportunities and expand the client base.

- Drive high-volume and high-value transactions through strategic targeting and relationship management.

Coordination with Research &

- Trading Teams

- Act as a liaison between clients and the research desk to deliver investment ideas and insights.





- Coordinate with the trading desk to ensure timely and best execution of institutional trades.

- Provide actionable client feedback to internal teams to improve offerings and service.

Market Intelligence &

- Reporting

- Track and analyze market trends, fund flows, institutional investment behavior, and regulatory updates.

- Generate and present MIS reports, client activity summaries, and strategic business development plans to management.

Skills &

- Competencies

- Strong knowledge of equity and fixed income markets.

- Established institutional client network and proven relationship management capabilities.

- Excellent communication, presentation, and negotiation skills.

- High-level analytical and strategic thinking ability.

- Proficiency in tools such as Bloomberg, Reuters, MS Excel, and CRM platforms.

Preferred: NISM certifications in Equity Derivatives and Research Analyst.

📌 Institutional Equities Relationship Manager (Mumbai)
🏢 Eureka Stock And Share Broking Services
📍 Mumbai