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Citic Clsa

Associate, Institutional Sales, Sales

Mumbai

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hirly's read of this role

Seniority
Mid level
Country
IN
Work mode
On-site / unstated
First seen by hirly
28 Sept 2026

Derived automatically from the posting. Upload your resume above to see how the role scores against it.

the posting

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.

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Original posting on Citic Clsa's site ↗

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