Job Title

**Need candidates only from Wealth Management Companies** 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