Institutional Sales - Head (Trading Desk)

Operations

The Institutional Sales Head will lead the institutional business by expanding relationships with mutual funds, insurance companies, banks, FPIs/FIIs, pension funds, and other large institutional investors.The role will lead the sales franchise to drive revenue through equity cash and derivative products. The role involves managing high-level relationships with Fund Managers, CIOs, and Dealers at top mutual funds, insurance companies, and banks. The ideal candidate will blend deep market knowledge with a proven ability to monetize research and corporate access. 

Target Clients: Domestic Institutional Investors (DIIs), Mutual Funds, Insurance Companies, Banks, FIIs/FPIs, AIFs, and Family Offices

Key Responsibilities:

1. Revenue Generation & Client Management

  • Generate Revenue: Achieve quarterly and annual brokerage and commission targets through Cash and Derivative products.

  • Relationship Management: Deepen wallet share with existing institutional clients (MFs, Insurance, Banks) and acquire new clients.

  • Client Coverage: Maintain high-touch, regular engagement with Decision Makers, CIOs, Fund Managers, and Dealers.

  • Product Marketing: Effectively market in-house research, investment ideas, and corporate access (roadshows, NDRs). 

2. Strategy & Market Intelligence

  • Market Strategy: Develop and execute sales strategies tailored to institutional investor needs.

  • Advisory: Advise clients on market developments, best execution, and block sourcing.

  • Feedback Loop: Provide structured, actionable feedback from clients to internal Research and Trading teams. 

3. Execution & Operations

  • Trade Handling: Oversee smooth execution and settlement of transactions (NSE CM & FNO).

  • Platform Usage: Utilize Bloomberg, FIX order management, and other trading tools for efficiency.

  • Compliance: Ensure strict adherence to SEBI regulations and internal compliance norms. 

4. Leadership & Mentorship

  • Team Management: Mentor, guide, and train junior sales team members to build a strong sales culture.

  • Internal Coordination: Collaborate with Investment Banking, Dealing, and Research teams to facilitate high-impact transactions. 

Required Skills & Competencies:

  • Strong understanding of equity markets and institutional investor behaviour.

  • Proven leadership, relationship-building, and negotiation skills.

  • Excellent communication, market analysis, and decision-making abilities.

  • Ability to integrate research-driven strategies into client engagement.

  • Strong time management and coaching abilities.

Preferred:

  • Experience dealing with FPIs/FIIs, PMS, AIFs, ETFs.

  • Background in research or investment strategy.

  • Familiarity with electronic trading platforms and algo tools.

Qualifications:

  • Postgraduate degree in Finance, Business, or related field (MBA/CA/CFA preferred).

  • 5+  years of relevant institutional sales experience with strong relationships across major fund houses, insurers, banks, and FIIs/FPIs.

Why You’ll Love Working Here

We’re a team that hustles—plain and simple. But we also believe life outside work matters. No cubicles, no suits—just great people doing great work in a space built for comfort and creativity.

Here’s what we offer:
💰 Competitive salary – Get paid what you’re worth.
🌴 Generous paid time off – Recharge and come back sharper.
🌍 Work with the best – Collaborate with top-tier global talent.
✈️ Adventure together – Annual offsites (mostly outside India) and regular team outings.
🎯 Performance rewards – Multiple bonuses for those who go above and beyond.
🏥 Health covered – Comprehensive insurance so you’re always protected.
⚡ Fun, not just work – On-site sports, games, and a lively workspace.
🧠 Learn and lead – Regular knowledge-sharing sessions led by your peers.

📚 Annual Education Allowance – Take any external course, or certification that makes you better at your craft.

🏋️ Stay fit – Gym memberships with equal employer contribution to keep you at your best.

🚚 Relocation support – Smooth move? We’ve got your back.
🏆 Friendly competition – Work challenges and extracurricular contests to keep things exciting.

Apply Now!