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Associate, Institutional Sales, Sales

CITIC CLSA · Investment Banking & M&A Advisory · Online Brokerage & Trading Platforms · Master's Degree · 2 months ago

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Location

In office (Mumbai)

Seniority

Middle · 3+ years exp

Employment

Full-Time

Confirmed on the employer's own hiring board on Nov 2, 2026. First seen by Alion on Sep 28, 2026. CITIC CLSA scores A on the Alion truth index.

Overview

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CITIC CLSA

CITIC CLSA is a capital markets and investment group headquartered in Hong Kong, providing equity research, brokerage and sales trading, investment banking, asset management, fund services and wealth management across Asia Pacific. Established in Hong Kong in 1986 and now part of China's CITIC Securities, it has offices across Asia, Australia, Europe and the Americas and runs annual investors' forums for institutional clients. Its openings, mostly in Hong Kong, Pune and Singapore, cover research analysts, compliance officers, investment bankers, operations and settlement staff, finance managers and IT support and project roles.

clsa.com · HQ: Hong Kong · Financial Data & Market Intelligence · Investment Banking & M&A Advisory · Online Brokerage & Trading Platforms · 1001-5000 employees · Est. 1986

Tech stack of CITIC CLSA

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/SalesTrading) or Buy Side or Investment Banking will be an added advantage.
MBA from a Tier 1 Institute would be preferred.

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