Role & responsibilities

- Own and grow coverage of a defined set of mutual fund and other domestic institutional accounts, with a explicit plan for each.

- Build and maintain trusted relationships with CIOs, Heads of Equities, fund managers and dealers, acting as their first call for ideas, access and market color.

- Drive commission revenue and broker-vote performance across cash equities, block and bulk trades, and derivatives, where relevant.

- Deliver differentiated ideas by combining research views, corporate access, management meetings, conferences and thematic insights to client needs.

- Work with research, corporate access, ECM and trading to originate and execute IPOs, QIPs, OFS and block deals, taking clients through allocation and pricing.

- Track client portfolios, flows and mandate changes to anticipate demand and pitch proactively.

- Manage broker rankings, empanelment and review cycles with key accounts.

- Maintain strict compliance with SEBI regulations, research-distribution norms and internal policies, including information barriers.





- Mentor junior salespeople and contribute to desk strategy and the client coverage model.

- Empanel key institutional accounts, incl MFs, PMS, FIIs, Pension Funds, AIF, Family Offices, Treasuries.

Preferred candidate profile

- Education: Graduate in any discipline - MBA/CFA or Equivalent, (NISM certifications NISM XXV-A, NISM -V -A & NISM- XIX preferred)

- Experience: 12+ years in institutional equities sales at a leading institutional broker, with a proven track record in the Indian market.

- Established, senior-level relationships with top mutual funds and a demonstrable ability to reach CIOs and Heads of Equities directly.

- Excellent communication, judgement and the credibility to hold investment conversations with portfolio managers

- Active engagement with the CIO/HoE level at target institutions. Meaningful participation in ECM and block-trade flow.

📌 Sales Head - Institutional Sales (Mumbai)
🏢 Hipotz
📍 Mumbai