Institutional Sales Trader

A leading financial services company is seeking a results-driven Institutional Sales Trader to join its team in Mumbai. In this role, you will be responsible for nurturing relationships with both Group and Non-Group corporate clients to drive trade volumes and increase revenue generation. Furthermore, you will align dealing and research teams with institutional clients to ensure superior execution. Consequently, this position is vital for maximizing captive broking business and expanding the company’s institutional footprint.

The Institutional Sales Trader will focus on obtaining new empanelments from Mutual Funds, Banks, and Insurance companies. Additionally, you will engage inactive or dormant institutions using high-quality research reports and fresh investment ideas to revive order flow. Therefore, the company is looking for a professional who can deliver a value proposition superior to peers through focused dealing support. If you are an expert in institutional client servicing and regulatory compliance, this role offers a significant opportunity for professional growth.

Key Responsibilities

• Maximize captive broking business from Group companies through strategic engagement and service excellence.
• Align dealing and research teams with Group Institutional clients to provide superior trade execution.
• Identify potential institutional clients and secure new empanelments from Banks, Mutual Funds, and PSUs.
• Deliver detailed presentations highlighting differentiated value propositions, new products, and research ideas.
• Allocate focused dealing support to Non-group clients to enhance credibility and exceed peer performance.
• Maintain and enhance institutional relationships by sharing periodic research reports and new market ideas.
• Organize company visits and client meetings to develop stronger relationships and express business commitment.
• Reactivate dormant institutions by continuously interacting with them through order flow and brokerage offerings.
• Ensure full compliance with Deal Desk processes, Exchange regulatory requirements, and risk surveillance.
• Manage orders promptly and ensure efficient execution of transactions and trade reporting.

Requirements and Qualifications

Experience and Industry Knowledge

• Proven experience in institutional sales trading or equity dealing within the capital markets.
• Strong track record in nurturing relationships with large corporate entities and institutional investors.
• Experience in handling empanelment processes for Mutual Funds, Insurance companies, and Banks.
• In-depth knowledge of Indian equity markets, regulatory norms, and Exchange protocols.

Skills and Competencies

• Exceptional client servicing and relationship management skills.
• Ability to interpret research reports and translate them into actionable trade ideas for clients.
• Strong understanding of risk management, surveillance, and deal desk processes.
• Excellent presentation and communication skills for pitching to C-suite and institutional stakeholders.
• Analytical mindset with the ability to identify and revive dormant business accounts.
• High level of integrity and adherence to regulatory requirements lead by Exchanges and Auditors.

What the Company Looks For

• A proactive professional dedicated to achieving revenue targets through strategic relationship building.
• A detail-oriented trader who ensures prompt trade reporting and efficient transaction execution.
• A collaborative team player who can bridge the gap between research ideas and client execution.

If you are a seasoned sales trader ready to drive institutional excellence for a premier financial firm, we encourage you to apply today!