Director, Institutional Sales
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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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Taken from CITIC CLSA's own posting, last seen live on 13 Nov 2026.
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About CITIC CLSA
The international arm of CITIC Securities, selling Asian equity research and execution, fixed income, currencies and commodities, equity derivatives, fund administration, asset management and wealth products to institutional investors, corporates and private clients.
Pay schedule: Salaried employment with a variable component the postings leave unstated; client-facing seats require a securities licence (Series 7 with 63 or 66 in New York, SFC registration in Hong Kong).
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