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Citic Clsa

Director, Institutional Sales

Mumbai

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hirly's read of this role

Seniority
Director
Country
IN
Work mode
On-site / unstated
First seen by hirly
31 Oct 2026

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

the posting

Key Areas of Responsibilities

  • Sales Specialist/Domain Knowledge: Build Bottom Up and Top Down knowledge on Indian Equity Markets. Build own Sector/Stock Depth by listening to Analyst Calls/Mgmt Meetings.
  • Account Management: Know your client’s investment style, Portfolio holdings, PM & Analyst Teams, and do customized sales service. Main goal is to be Top 5 in Client Rankings in Broker Review.
  • Positioning: Be seen as a trusted advisor. As an Extended/Shared PM for your top clients
  • Platform Sales: Sales is the channel to deliver the firm. India Research, Global Research, Corporate Access, Trading/Blocks.
  • KPIs: Client Intensity, Client Rankings, Revenue Growth & Cross Sell.
  • Cross Sell: Distribute ECM Deals.
  • New Clients: Onboard new emerging clients, including HFs as we come up with new solutions
  • Team Work: #EkTeamEkDream & have Fun!

Requirements

  • Strong Market & Research Understanding
  • Compelling written & verbal Communication Skills
  • 10+ year experience in Research/Sales
  • Strong Existing Relationships with Asia-India based clients.
  • Ability to engage with Quality (Research) Focused Clients – thereby own Senior Relationships
  • Ability to sell & cross-sell across available product lines to allocated clients

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Original posting on Citic Clsa's site ↗

Listed on hirly, a job board. hirly is not the employer: Citic Clsa is hiring for this role.

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