Institutional Sales Trader

Key Responsibilities

Institutional Trade Execution

• 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.

Research Coordination & Client Engagement

• 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 firms institutional client base through empanelment with Mutual Funds, Insurance Companies, Banks, and FPIs.
• Participate in institutional meetings to present the firms execution capabilities and research strengths.

Market Intelligence & Strategy

• 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.

Key Skills & Competencies

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