Institutional Equity Sales

Profile: AVP / VP Institutional Equity Sales

Reports to: CEO & Co Head - Institutional Equities

Location: BKC, Mumbai

About the Company

Systematix Group is a leading diversified financial services firm offering a wide range of solutions, including Investment Banking, Institutional Equities, Wealth Management, Retail Broking, and Asset Management. With 35+ years of legacy & 300+ experienced professionals, Systematix has built a strong track record of delivering value-driven solutions to clients across multiple sectors. We are committed to being a lifecycle partner for businesses, providing strategic and financial guidance at every stage of their journey.

About the Role

We are looking for a high-performing Institutional Equity Sales professional to strengthen our institutional franchise. The role involves managing and growing relationships with domestic and global institutional investors, driving research-led trade ideas, and generating consistent brokerage revenues across equity cash and derivatives.

This position offers an opportunity to work closely with the CIO, Research, Trading, and Investment Banking teams, and contribute meaningfully to Systematix Group's growth in the institutional market.

Client Acquisition & Relationship Management

Acquire and manage relationships with Mutual Funds, PMS, AIFs, FIIs, Family Offices & HNIs.

Deepen wallet share and engagement with existing institutional clients.

Maintain strong connectivity with CIOs, Fund Managers, and Analysts.

Drive client satisfaction through proactive service and idea delivery.

Revenue Generation & Trade Flow

Achieve monthly/quarterly brokerage and revenue targets.

Drive consistent trade flow across Cash & Derivatives.

Monetize research ideas and corporate access to generate executions.

Track and grow contribution from top accounts.

Research Marketing & Corporate Access

Effectively market in-house research and investment ideas.

Coordinate analyst interactions, roadshows, conferences & NDRs.

Provide timely sector and stock-specific updates to clients.

Position Systematix as a trusted thought partner for institutions.

Market Intelligence & Strategy

Track market trends, sector movements, and investor flows.

Share actionable client feedback and insights with Research & CIO.

Identify emerging themes and new business opportunities.

Internal Coordination & Execution Excellence

Work closely with Trading, Research, ECM, and Operations teams.

Ensure seamless order execution and post-trade service.

Resolve client issues with speed and professionalism.

Compliance & Risk Management

Ensure adherence to SEBI regulations and internal compliance norms.

Maintain high ethical standards and proper client documentation.

Avoid conflicts of interest and ensure information integrity.

Leadership & Team Development (For VP Level)

Mentor and guide junior sales team members.

Support team hiring, training, and performance management.

Contribute to building a strong sales culture and franchise.

Preferred Candidate Profile

Education: MBA (Finance) / CA / CFA preferred.

Experience: 510+ years in Institutional Equity Sales / Capital Markets.

Strong understanding of Indian equity markets & client strategies.

Proven ability to generate revenues and manage large institutional accounts.

Excellent communication, presentation & stakeholder management skills.

Strategic mindset, high integrity, and strong execution capability.