Director, Institutional Sales

CLSA · Mumbai, IN

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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...