Institutional Sales Trader

Pawan Parmeshwar Capital Private Limited; Mumbai; On-site; INR 1,200,000 - 2,000,000; Full time

Job summary

A financial services firm in Mumbai is seeking an experienced professional in institutional equity sales trading. The role involves executing trades, developing client relationships, and facilitating block deals while ensuring compliance with regulations and risk controls. Candidates should have 3 to 10 years of relevant experience, preferably with knowledge in dealing with mutual funds and large institutional investors. This position offers an opportunity to work in a dynamic environment and contribute significantly to client success.

Qualifications

• 3 – 10 years of experience in institutional equity sales trading or institutional broking.
• Experience dealing with mutual funds, insurance companies, FPIs, and large institutional investors preferred.

Responsibilities

• Execute institutional equity trades across exchanges.
• Develop and maintain relationships with institutional clients.
• Identify and facilitate block trade opportunities.
• Assist in expanding the firm’s institutional client base.

Skills

Equity markets understanding

Communication skills

Relationship management

Execution skills

Education

MBA / CFA / CA / Finance Graduate preferred

NISM certification

Job description

• Execute institutional equity trades across exchanges in compliance with market regulations and internal risk controls.
• Facilitate and execute block deals, negotiated trades, and large institutional orders with optimal price discovery and market impact management.
• Coordinate with internal dealing desk and counterparties to ensure timely and efficient trade execution.
• Monitor market liquidity, order flows, and price movements to provide best execution for clients.

Institutional Client Coverage

• Develop and maintain relationships with Mutual Funds, Insurance Companies, Pension Funds, Sovereign Funds, and FPIs.
• Act as a primary point of contact for institutional trading requirements.
• Understand client investment strategies and trading patterns to provide relevant trade ideas and execution support.
• Maintain regular communication with clients regarding market developments, liquidity opportunities, and block trade availability.

Block Deal & Institutional Flow Generation

• Identify and facilitate block trade opportunities between institutional buyers and sellers.
• Work closely with corporates, promoters, investment banks, and institutional investors to source block trade opportunities.
• Manage confidential deal flows and ensure smooth coordination between participating institutions.
• Coordinate with the Equity Research Team to arrange meetings between institutional clients and research analysts.
• Schedule and manage corporate access, analyst calls, roadshows, and research presentations for institutional investors.
• Ensure clients receive timely research updates, sector insights, and company reports.

Institutional Empanelment Support

• Assist in expanding the firm’s institutional client base through empanelment with Mutual Funds, Insurance Companies, Banks, and FPIs.
• Participate in institutional meetings to present the firm’s execution capabilities and research strengths.
• Track market trends, liquidity flows, and sector activity to provide actionable market insights to clients.
• Monitor institutional trading patterns and block deal pipelines.
• Maintain awareness of regulatory developments and market structure changes affecting institutional trading.

Market Expertise

• Strong understanding of equity markets, block deals, and institutional trading mechanisms.

Client Relationship Management

• Ability to develop long‑term relationships with fund managers, traders, and CIO offices.

Execution Skills

• Expertise in handling large institutional orders with minimal market impact.

Communication

• Strong ability to communicate market insights and execution strategies to sophisticated institutional clients.

Coordination

• Ability to work closely with research, sales, compliance, and operations teams.

Qualifications

• MBA / CFA / CA / Finance Graduate preferred
• NISM certification (or willingness to obtain)

Experience

• 3 – 10 years of experience in institutional equity sales trading or institutional broking.
• Experience dealing with mutual funds, insurance companies, FPIs, and large institutional investors preferred.

Preferred Candidate Profile

• Existing network with institutional traders, fund managers, or CIO offices
• Strong understanding of block deal markets and institutional order flow
• Proven ability to generate institutional trading revenues