Head - Sales - BFSI

Head Institutional Equity Sales

An established financial services organization is seeking an experienced Head Institutional Equity Sales to lead and expand its Institutional Equity business. This strategic leadership role is focused on driving revenue growth, building long-term institutional relationships, and creating a scalable, research-led institutional platform. The ideal candidate should have a proven track record of acquiring and growing institutional clients, monetizing research capabilities, and leading high-performing teams.

Key Responsibilities:

• Lead the growth of the Institutional Equity business and achieve revenue objectives.
• Build and strengthen relationships with Mutual Funds, PMSs, AIFs, Insurance Companies, Banks, FIIs, DIIs, and Family Offices.
• Increase institutional client acquisition, engagement, and wallet share.
• Partner with Research teams to commercialize investment ideas and market insights.
• Lead, mentor, and develop the Institutional Equity Sales team.
• Represent the organization at industry forums, investor events, and client meetings.
• Leverage technology, CRM, analytics, and AI tools to improve business performance and client engagement.

Candidate Profile:

• 15+ years of experience in Institutional Equity Sales, including at least 5 years in a leadership role.
• Strong network across institutional investors with a demonstrated record of revenue generation.
• Experience in brokerage, wealth management, capital markets, or research-driven financial institutions.
• Strong understanding of equity markets, institutional investment products, and research distribution.
• Proven ability to build businesses, acquire clients, and develop long-term strategic relationships.
• MBA (Finance) or equivalent; CFA, CA, FRM, or NISM certifications are advantageous.

What We're Looking For:

• A strong track record of winning new institutional mandates and generating revenue.
• Experience creating and scaling institutional businesses from the ground up.
• The ability to translate research into commercial opportunities.
• Strong leadership, commercial acumen, and stakeholder management skills.
• A technology-enabled, data-driven approach to business development.

• Kindly provide the following information in your application:
• 1. Year of completing your MBA / CA / PG:
• 2. Name of your current organization:
• 3. Number of years of experience in institutional equity sales:
• 4. Number of new institutional clients developed by you in last 12 months:
• 5. Annual revenue from institutional equity sales (Cr):
• 6. Size of team led by you:
• 7. Your current annual CTC (Fixed + Variable):
• 8. Your expected annual CTC (Fixed + Variable):
• 9. Your notice period:
• 10. Where do you live in Mumbai: