Head of Institutional Equity Sales
Responsibilities:
a. Identify and engage with prospective clients.
b. Draw up and maintain (in conjunction with trading) an account plan for every client.
c. Grow trading market share from existing clients.
d. Work with trading and research to convert prospective clients to active clients.
e. Co-ordinate, track and expedite client onboarding process.
f. Maintain current info packs for marketing purposes.
g. Maintain client database of current and prospective clients, including information about organizational structures, holdings, fund mandates and sizes.
h. Build and maintain excellent relationships with clients.
i. Aggressively sell research product to client base.
j. Organise and accompany (when necessary) analysts on local and international roadshows.
k. Facilitate flow of information between clients, trading and research.
l. Work with research and trading to identify and market investment ideas to clients.
m. Direct trades to trading desk and assist with sourcing block trades.
n. Produce ad-hoc sales notes in support of investment ideas.
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