Manage and grow a portfolio of domestic and international institutional clients, execute cash equity and block trades, provide market and execution insights, coordinate with trading, sales, research and operations, monitor markets and risk, and ensure regulatory and settlement compliance while driving revenue.
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.
Stay informed on CITIC CLSA Job Opportunities
Not the right fit? You can create a job alert to receive our latest job openings that meet your interest.
Similar Jobs
Blockchain • Fintech • Payments • Consulting • Cryptocurrency • Cybersecurity • Quantum Computing
Develop and maintain secure, scalable Mastercard software applications using Java and Angular. Responsibilities include programming, API and UI test automation, code reviews, documentation, CI/CD quality gates, technical solution evaluation, software maintenance, metrics reporting, and adherence to quality and security standards. The role collaborates with cross-functional Agile teams to deliver resilient, testable applications and improve engineering processes.
Top Skills:
AngularAWSCi/CdGradleHibernate/JpaJavaJenkinsMavenMicroservicesPivotal Cloud FoundryPl/SqlPostmanRest ApisRest-AssuredSeleniumShell ScriptingSoapSpring BatchSpring BootSpring CoreTestngTomcatUnix
Blockchain • Fintech • Payments • Consulting • Cryptocurrency • Cybersecurity • Quantum Computing
Leads the Real Time Payments software engineering organization, providing technical vision, architecture leadership, operational excellence, security and regulatory compliance. Oversees Java-based distributed payment platforms, modernization, resiliency, scalability, customer partnerships, budgets, and globally distributed engineering teams. Builds leadership capability, manages performance and succession planning, and aligns engineering investments with product strategy and business outcomes.
Top Skills:
APIsChaos EngineeringCloud-Native ArchitecturesContinuous DeliveryData StoresDevOpsDistributed SystemsEvent-Driven ArchitectureFmeaHybrid Cloud PlatformsJavaKanbanMessaging And Streaming PlatformsQuality EngineeringScrumSre
Blockchain • Fintech • Payments • Consulting • Cryptocurrency • Cybersecurity • Quantum Computing
Manage operational frameworks for digital payment products, including Click to Pay and Secure Card on File. Coordinate product, technology, and cross-functional teams; communicate releases; refine business and system requirements; support testing and troubleshooting; establish operational strategies for global rollouts; and analyze KPIs to drive product improvements.
Top Skills:
APIsSQL
What you need to know about the Mumbai Tech Scene
From haggling for the best price at Chor Bazaar to the bustle of Crawford Market, the energy of Mumbai's traditional markets is a key part of the city's charm. And while these markets will always have their place, the city also boasts a thriving e-commerce scene, ranking among the largest in the region. Driven by online sales in everything from snacks to licensed sports merchandise to children's apparel, the local industry is worth billions, with companies actively recruiting to meet the demands of continued growth.
