CITIC CLSA

Asia-focused capital markets and investment group

Director Institutional Sales

Sales & TradingConfirmed live in the last 24 hours

Full-timeMumbai, Maharashtra, IndiaNo salary listedIn-person

About the Job

Requirements

Strong market and research understanding.
10+ years of experience in research or sales.
Strong existing relationships with Asia-India-based clients.
Ability to engage with quality (research)-focused clients and own senior relationships.
Ability to sell and cross-sell across available product lines to allocated clients.
Compelling written and verbal communication skills.

Responsibilities

Build bottom-up and top-down knowledge of Indian equity markets and develop sector and stock depth by listening to analyst calls and management meetings.
Understand clients’ investment styles, portfolio holdings, and portfolio manager and analyst teams, and provide customized sales service with the goal of achieving a top-five ranking in client broker reviews.
Be seen as a trusted advisor and act as an extended or shared portfolio manager for top clients.
Use sales as the channel to deliver the firm’s India research, global research, corporate access, trading, and block services.
Track client intensity, client rankings, revenue growth, and cross-selling as key performance indicators.
Distribute equity capital markets deals.
Onboard new emerging clients, including hedge funds, as new solutions are developed.

Key Areas of Responsibilities

Sales Specialist/Domain Knowledge: Build Bottom Up and Top Down knowledge on Indian Equity Markets. Build own Sector/Stock Depth by listening to Analyst Calls/Mgmt Meetings.
Account Management: Know your client’s investment style, Portfolio holdings, PM & Analyst Teams, and do customized sales service. Main goal is to be Top 5 in Client Rankings in Broker Review.
Positioning: Be seen as a trusted advisor. As an Extended/Shared PM for your top clients
Platform Sales: Sales is the channel to deliver the firm. India Research, Global Research, Corporate Access, Trading/Blocks.
KPIs: Client Intensity, Client Rankings, Revenue Growth & Cross Sell.
Cross Sell: Distribute ECM Deals.
New Clients: Onboard new emerging clients, including HFs as we come up with new solutions
Team Work: #EkTeamEkDream & have Fun!

Requirements

Strong Market & Research Understanding
Compelling written & verbal Communication Skills
10+ year experience in Research/Sales
Strong Existing Relationships with Asia-India based clients.
Ability to engage with Quality (Research) Focused Clients – thereby own Senior Relationships
Ability to sell & cross-sell across available product lines to allocated clients

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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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