Job Description
Roles & Responsibilities-
- Generate revenue and bring new institutional clients
- Expand distribution reach and business opportunities
- Pitch equity research, stock ideas, and market insights to clients
- Build and maintain strong client relationships
- Conduct regular client meetings, calls, and office visits
- Coordinate meetings with CEO, research analysts, and team leaders
- Understand client investment requirements and expectations
- Gather client feedback and improve service quality
- Ensure clients are connected across all business platforms
- Work closely with internal research and sales teams
- Identify new business and cross-selling opportunities
- Keep clients updated on market developments and investment ideas
- Maintain trust and long-term engagement with clients
- Support revenue growth for the institutional equity sales des...
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