Sales Trader (Cash)

Equirus; Mumbai; On-site; INR 1,500,000 - 2,200,000; Full time

Job summary

A mid-market financial services provider in Mumbai is seeking an experienced professional to manage institutional client relationships and trading activities. The ideal candidate will have over 10 years of experience in institutional sales trading, a Master's degree in finance or related fields, and strong skills in trading strategies, client management, and risk compliance. This role demands proficiency in Bloomberg and experience in executing trading strategies to enhance client satisfaction and drive business development.

Qualifications

• 10 years of experience in institutional sales trading, preferably at a broking firm or investment bank.
• Strong understanding of equities, derivatives, and related financial products.
• Demonstrated success in managing and growing institutional client relationships.

Responsibilities

• Build and manage institutional client relationships.
• Monitor and manage client trading activity.
• Ensure all trading activities comply with regulations.
• Identify and develop new institutional client relationships.
• Drive new sales opportunities within the institutional segment.

Skills

Client Relationship Management

Trading Strategies

Risk Management

Business Development

Communication Skills

Negotiation Skills

Interpersonal Skills

Education

Master’s degree in finance, Economics, Business, or related field

Tools

Bloomberg

Omnesys

Trading Algorithms

Job description

Equirus, a mid-market, full-service Financial Services provider, backed by prominent investors and founded in July 2007. Since then Equirus have been providing investment banking & related advisory services for Indian Corporates. Equirus has been a house banker for many of its clients providing for Private Equity, Mergers & Acquisitions, Equity Capital, Debt Capital and Structured Finance advisory. Over the last 13 years, Equirus has built impeccable credentials and market standing across domains and has created a niche for itself in its ability to structure and deliver transactions in-line with client requirements with closing over 150 successful transactions across Capital raising and M&A. Equirus has an Institutional equities arm and the Research house which covers more than 192 stocks across sectors and has created a niche for itself in an extremely competitive environment. It is increasingly getting identified as the go-to house for mid-caps companies amongst Domestic as well as foreign institutional investors. The Portfolio Management Services launched in 2016 has recorded an exceptional performance of its Equirus Long Horizon Fund since inception. Equirus has now forayed into the wealth business to offer investment solutions to high networth individuals (HNIs) and mass affluent clients. Equirus Wealth is a holistic Wealth Platform formed with the objective of providing Client Centric, Comprehensive and Transparent services for Individuals, Families and Corporates.

Job Description

Client Relationship Management

• Build and manage institutional client relationships (Domestic MFs, HFs, AMCs, pension funds, PSU/private banks, asset managers and other large investors).
• Act as key contact delivering personalized advice and disseminating firm research, investment ideas, and market strategies.
• Provide timely market insights, trading ideas and trend updates.

Trading

• Monitor and manage client trading activity, ensuring accurate and timely execution of orders.
• Advise clients on market liquidity, trade strategies, and optimal pricing.
• Leverage market knowledge to identify and execute profitable trading opportunities for clients.

Risk Management & Compliance

• Ensure all trading activities comply with internal risk management protocols and regulatory requirements.
• Maintain up-to-date knowledge of relevant market regulations, compliance standards, and best practices.

Business Development

• Identify and develop new institutional client relationships.
• Drive new sales opportunities within the institutional segment to expand firm’s market presence.
• Source and execute block trades to meet client needs and enhance liquidity solutions.
• Partner with the sales team to grow the institutional client base and revenue streams.
• Work closely with internal trading desks, research teams, and other departments to deliver best-in-class client service.
• Provide actionable feedback on client needs, product offerings, and market conditions to internal stakeholders.
• Contribute to the development and enhancement of in-house trading algorithms to improve execution efficiency and strategy performance.

Requirements

• Master’s degree in finance, Economics, Business, or related field.
• Minimum 10 years of experience in institutional sales trading, preferably at a broking firm or investment bank.
• Strong understanding of equities, derivatives, and related financial products.
• Demonstrated success in managing and growing institutional client relationships.
• Exceptional communication, negotiation, and interpersonal skills.
• Proficiency in Bloomberg, Omnesys, and trading algorithms.
• Expertise in block sourcing, and algorithmic trading development
• High proficiency with trading platforms, financial software, and market data tools.
• Entrepreneurial mindset with self motivation, high ethical standards, responsiveness, and the ability to mentor junior team members