Sales Trader, Trading

Clsa; Mumbai; On-site; INR 5,000,000 - 8,000,000; Full time

Job summary

CLSA in Mumbai seeks an experienced Sales Trader to manage a portfolio of domestic and international institutional clients. You will generate revenue through client coverage, execute cash equity trades, and coordinate with global desks to ensure best execution.

You should have 10+ years in sales trading or related capital markets roles, deep knowledge of Indian equity markets, and excellent communication and relationship-management skills. CA/CFA preferred but not required.

Qualifications

• Bachelor's degree or above in Finance, Management, Economics, or related discipline.
• Minimum 10 years of relevant experience in sales trading, cash equity trading, institutional broking, or related capital-markets role.
• Proven ability to generate revenue from large and mid-sized domestic and international institutional clients.
• Strong existing relationships with domestic clients and the ability to build and maintain long-term client partnerships.
• In-depth understanding of Indian equity markets, market structure, trading practices, and institutional execution.
• Good knowledge of cash equities, futures and options markets, electronic trading, algorithmic trading, and block trade execution.
• Experience in placing and crossing block trades in accordance with applicable regulations and internal controls.
• Proficiency in IT trading systems, electronic trading platforms, algorithmic trading tools, and settlement systems.
• Sound understanding of trade execution, order management, clearing, settlement, and post-trade processes.
• Strong client-servicing, communication, interpersonal, negotiation, and relationship-management skills.
• Excellent ability to interact effectively with both local and international clients and international sales trading desks.
• Strong analytical, commercial, problem-solving, and decision-making skills.
• Demonstrated ability to work independently, manage multiple client requirements, and perform effectively in a high-pressure trading environment.
• Self-motivated, proactive, result-oriented, and commercially focused.
• Ability to work collaboratively as part of a sales trading and broader capital-markets team.
• Excellent command of both spoken and written English.
• CA, CFA, or other relevant capital-markets qualification would be preferred.

Responsibilities

• Generate revenue by managing and servicing a portfolio of domestic and international institutional clients.
• Develop, maintain, and strengthen relationships with large and mid-sized domestic and international clients.
• Execute cash equity trades accurately and efficiently in accordance with client instructions and internal trading procedures.
• Place and cross block trades while ensuring compliance with applicable market regulations and internal risk controls.
• Provide clients with timely market updates, trading insights, execution-related information, and relevant research inputs.
• Coordinate with local and international sales trading desks to facilitate seamless execution and client coverage.
• Work closely with traders, sales teams, research analysts, operations, risk, compliance, and settlement teams.
• Monitor market conditions, liquidity, price movements, volumes, and order flows to support effective trade execution.
• Utilise electronic trading platforms, algorithmic trading tools, and other approved IT trading systems.
• Ensure accurate communication of client orders, execution status, trade confirmations, and settlement-related information.
• Support the execution of institutional orders while considering liquidity, price, timing, market impact, and client requirements.
• Maintain up-to-date records of client interactions, orders, executions, trading activity, and revenue performance.
• Identify opportunities to expand client coverage, increase trading volumes, and improve revenue generation.
• Monitor futures and options markets and provide relevant information to clients where appropriate.
• Ensure adherence to internal policies, exchange regulations, compliance requirements, and applicable settlement procedures.
• Escalate trade discrepancies, execution issues, client concerns, and operational risks to the relevant stakeholders.

Skills

Revenue generation

Client relationship management

Trading knowledge

Communication skills

Negotiation skills

Analytical thinking

Problem solving

Decision making

Team collaboration

Self-motivated

Education

Bachelor's degree

CFA/CA preferred

Finance background

Tools

IT trading systems

Electronic trading platforms

Algo trading tools

Block trade systems

Job description

Key Areas of Responsibilities

• Generate revenue by managing and servicing a portfolio of domestic and international institutional clients.
• Develop, maintain, and strengthen relationships with large and mid-sized domestic and international clients.
• Execute cash equity trades accurately and efficiently in accordance with client instructions and internal trading procedures.
• Place and cross block trades while ensuring compliance with applicable market regulations and internal risk controls.
• Provide clients with timely market updates, trading insights, execution-related information, and relevant research inputs.
• Coordinate with local and international sales trading desks to facilitate seamless execution and client coverage.
• Work closely with traders, sales teams, research analysts, operations, risk, compliance, and settlement teams.
• Monitor market conditions, liquidity, price movements, volumes, and order flows to support effective trade execution.
• Utilise electronic trading platforms, algorithmic trading tools, and other approved IT trading systems.
• Ensure accurate communication of client orders, execution status, trade confirmations, and settlement-related information.
• Support the execution of institutional orders while considering liquidity, price, timing, market impact, and client requirements.
• Maintain up-to-date records of client interactions, orders, executions, trading activity, and revenue performance.
• Identify opportunities to expand client coverage, increase trading volumes, and improve revenue generation.
• Monitor futures and options markets and provide relevant information to clients where appropriate.
• Ensure adherence to internal policies, exchange regulations, compliance requirements, and applicable settlement procedures.
• Escalate trade discrepancies, execution issues, client concerns, and operational risks to the relevant stakeholders.

Requirements

• Bachelor s degree or above in Finance, Management, Economics, or a related discipline.
• Minimum 10 years of relevant experience in sales trading, cash equity trading, institutional broking, or a related capital-markets role.
• Proven ability to generate revenue from large and mid-sized domestic and international institutional clients.
• Strong existing relationships with domestic clients and the ability to build and maintain long-term client partnerships.
• In-depth understanding of Indian equity markets, market structure, trading practices, and institutional execution.
• Good knowledge of cash equities, futures and options markets, electronic trading, algorithmic trading, and block trade execution.
• Experience in placing and crossing block trades in accordance with applicable regulations and internal controls.
• Proficiency in IT trading systems, electronic trading platforms, algorithmic trading tools, and settlement systems.
• Sound understanding of trade execution, order management, clearing, settlement, and post-trade processes.
• Strong client-servicing, communication, interpersonal, negotiation, and relationship-management skills.
• Excellent ability to interact effectively with both local and international clients and international sales trading desks.
• Strong analytical, commercial, problem-solving, and decision-making skills.
• Demonstrated ability to work independently, manage multiple client requirements, and perform effectively in a high-pressure trading environment.
• Self-motivated, proactive, result-oriented, and commercially focused.
• Ability to work collaboratively as part of a sales trading and broader capital-markets team.
• Excellent command of both spoken and written English.
• CA, CFA, or other relevant capital-markets qualification would be preferred.