CITIC CLSA

Asia-focused capital markets and investment group

Associate Institutional Sales - Sales

Sales & TradingConfirmed live in the last 24 hours

Full-timeMumbai, Maharashtra, IndiaNo salary listedIn-person

About the Job

Requirements

Previous work experience of 3–6 years in Institutional Equity Sales (Sales, Research, or Sales Trading), Buy Side, or Investment Banking is an added advantage.
An MBA from a Tier 1 institute is preferred.
Strong sales, relationship management, key account management, client servicing, and communication skills are required.
Ability to multitask and process a large amount of information and data is required.

Responsibilities

Independently manage 15–20 emerging clients, including long-only funds and hedge funds, and support the Head of Sales with a few large clients.
Stay informed about client teams, their investment styles, service requirements, and broker review and voting processes.
Develop customized money-making ideas based on CLSA Research and clients’ investment styles and objectives.
Collaborate with Research, ECM, Corporate Access, Senior Sales, Sales Trading, and Regional Sales to deliver client success.
Achieve a top-tier rating for CLSA with all clients under coverage.
Assist the Head of Sales with various initiatives and projects.

Position Description

Key member of the Mumbai based Institutional Equity Sales team.
Early-Career position that progressively grows in seniority.

Key Areas of Responsibilities

Sales/Relationship Management: Independently manage 15-20 Emerging Clients (Long Only & Hedge Funds), and Support Head of Sales in a few Large Clients.
Key Account Management: Be on top of the Client Teams, their Investment Style, Service Requirements & Broker Review/Voting process.
Ideate: Customize Money Making ideas based on CLSA Research, marring it with the client’s investment styles & investment objectives.
Collaborate: With Research, ECM, Corporate Access, Senior Sales, Sales Trading & Regional Sales to deliver Client Success.
Performance Measure: Achieve Top Tier rating for CLSA with all clients under coverage.
Desk Support: Assist the Head of Sales in various initiatives & projects.

Requirements

Top sales, relationship management, key account management, client servicing & communication skills. Ability to multi-task and process lot of information/data is key.
Previous work experience of 3-6 years in Institutional Equity Sales (Sales/Research/Sales Trading) or Buy Side or Investment Banking will be an added advantage.
MBA from a Tier 1 Institute would be preferred.

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About the Company

CITIC CLSA

Asia-focused capital markets and investment group

CITIC CLSA provides capital markets and investment services in Asia and beyond, supporting global institutional investors, corporations, governments, and high-net-worth individuals. The company uses its award-winning research, extensive Asia network, and direct links to China to help clients access and invest in Asian markets. Its team operates across 13 countries in Asia, Australia, Europe, and the Americas, combining local knowledge with international reach. This mix helps clients execute deals, conduct in-depth market analysis, and grow their investment portfolios through China and Asia-focused opportunities. What sets CITIC CLSA apart is its deep regional network and China connections, which contrast with broader global banks and smaller regional firms. The goal is to enable clients to grow by leveraging Asia’s markets and China’s opportunities through expert advisory, research, and execution across the globe.

Company size: 1,001-5,000
Company stage: Not listed
Total funding: $834.9M
Headquarters: Central and Western District, Hong Kong
Founded: 1986

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