HOD - Institutional Sales & Research (From Wealth Mgmt Companies Only)

Experience - 10 to 20 Years

Budget - 40 Lacs

Location - Andheri, Mumbai

DUTIES FUNCTION WISE

Institutional Client Acquisition & Relationship Management

Equity Sales Execution & Deal Origination

Corporate Access & Thought Leadership

Research Coverage & Framework Development

Client-Aligned Research Engagement

Team Development, Media Visibility & Governance

Technical / Professional Skills

Equity research, sectoral modeling, and valuation

Sales strategy and institutional relationship management

Proficiency in Bloomberg, Reuters, CapitalIQ, and Excel-based research tools

Commercial Skills

Ability to drive research monetization via sales conversions

Strategic thinking around deal structuring, pricing, and coverage planning

P&L management, revenue forecasting, and team-wise productivity oversight

Personal Skills

Entrepreneurial drive with high energy and credibility

Strong market sense and tactical execution skills

Time-sensitive decision-making and multi-stakeholder coordination

Social Skills

Industry relationship building – buy side, sell side, and media

Client-first orientation with strong presentation and communication skills

Leadership of cross-functional teams (research + sales)

KRA (Key Responsibility Area)

Institutional Client Coverage & Sales Execution

Corporate Access & Investor Engagement

Research Coverage & Publishing

Client-Customized Research Delivery

Analyst & Sales Team Development

Thought Leadership & Media Presence

Compliance & Governance (SEBI RA & Sales Codes)

KPI (Key Performance Indicator)

Grow institutional client base by 20%; achieve annual brokerage and advisory revenue target

Minimum 2 corporate events / month; drive CXO-level investor connects

Maintain 100% coverage universe with weekly / monthly sector reports

Deliver custom notes / decks to top 20% clients; capture feedback loop

Implement KPI system; 100% performance review adherence; structured training plan

Minimum 6 publications / year in media or institutional outlets

Zero regulatory breaches; 100% compliance documentation and internal audit clearance