Deputy Manager - Institutional

Jainam Broking Limited

• 2 weeks ago
  
  

Location

Borivali Mumbai

Department

Institutional - Sales - JBL

Employment Type

Full-time

Applications Received

1

Closes On

11 Feb, 2026

Job Summary

The Equity Institutional Sales Executive is responsible for managing and developing relationships with institutional investors such as mutual funds, insurance companies, pension funds, hedge funds, and foreign institutional investors (FIIs). The role involves providing market insights, equity research ideas, and facilitating efficient trade execution through coordination with the dealing and research teams.

Key Responsibilities

• Client Relationship Management
• Develop and maintain strong relationships with existing and prospective institutional clients.
• Understand clients’ investment strategies and portfolio requirements to recommend suitable investment ideas.
• Act as the primary point of contact for client communication and service support.
• Sales & Business Development
• Identify and onboard new institutional clients to increase brokerage revenue.
• Promote equity research reports, investment themes, and trading opportunities generated by the research team.
• Coordinate roadshows, analyst meetings, and corporate access events for clients.
• Market Intelligence & Advisory
• Stay updated on equity markets, macroeconomic trends, and sectoral developments.
• Communicate timely insights, investment ideas, and trading strategies to clients.
• Work closely with research analysts to align client interests with actionable research ideas.
• Trade Coordination & Execution Support
• Coordinate with the dealing desk to ensure efficient and accurate trade execution for clients.
• Ensure compliance with internal and regulatory guidelines in all client interactions.
• Reporting & Compliance
• Maintain detailed records of client meetings, call reports, and trading activity.
• Ensure adherence to SEBI, NSE/BSE, and internal compliance policies.
• Maintain confidentiality of client orders and trading strategies at all times.
  
  

Qualifications & Skills

• Education: MBA (Finance) / PGDM / CA / CFA or equivalent.
• Experience: 6–8 years in institutional equity sales or related roles in a broking or financial services firm.
  
  

Skills Required

• Strong understanding of equity markets, valuation, and investment products.
• Excellent communication and presentation skills.
• Ability to build long-term client relationships.
• Analytical mindset with a grasp of financial modeling and research concepts.
• Team player with a proactive approach.
  
  

Key Performance Indicators (KPIs)

• Growth in brokerage revenue from institutional clients.
• Number of new client acquisitions.
• Client satisfaction and retention levels.
• Effectiveness of research idea dissemination and client engagement.

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