01Overview
We have been retained by one of the premier wealth management firms serving investors both in India and overseas with its head offices in Mumbai, to search for them a Vice President Institutional Sales and Research.
The position reports to the Managing Director.
Salary shall be commensurate with qualification and experience and will not be a constraint for the right candidate.
Role Description :
Provide strategic direction to the institutional segment to enable business growth.
Plan and strategize the Institutional segment business plan for implementation in coordination with the research and product development team.
Sales and Marketing of products/ideas under Equity, currency, commodity and derivative platforms.
Develop, maintain and manage Domestic as well as Global client relationships with key institutional investors across Banks, AMCs, AIFs, Family Offices, HFs, Insurance cos, ETFs, FIIs, FPIs, Pension funds, etc.
Identify substantial leads, develop relationships and successfully deliver customized products across each of the product platforms.
Provide MIS and analysis of the MIS including dashboards and other metrics
Implement review systems for the business and manage the deliverables.
Highlight inefficiencies across functions and take corrective actions
Budgeting, costing and cost controls
Regular internal audits and ensuring compliances with minimal variances
Requirements The ideal candidate shall be an MBA with specialization in Finance or a CA or CFA with experience of not less than 12 years in the function. .
