• Develop and strengthen existing institutional client networks.
• Identify and establish new institutional clients relationships.
• Profile customers and suggest financial products to meet customer needs as per their risk appetite.
• Facilitate corporate access to investors, including organization and execution of conferences, seminars, NDRs, and bespoke trips.
• Market the firm’s advisory services along with capital market transactions.
• Work closely with traders and research department to establish incremental relationships with domestic and foreign institutional investors - including analysts and portfolio managers.
• Provide stock recommendations, advice, market intelligence and trade ideas to institutional investor base.
• Look for investment ideas and transfer to client effectively .
• Identify blocks and communicate them to traders and client’s portfolio managers.