Institutional Dealer - Institution - Mumbai

Location

Mumbai

Department

Institution

No. of Openings

1

Age

25-30

Qualifications

Graduation

Experience in Years

3-5

Job Responsibilities

- Execute accurate and timely trades in Cash and Derivative segments for institutional clients via platforms like BOLT, NEAT, and CTCL.
- Actively engage with Mutual Funds (Active & Passive), Insurance Companies, Banks, PMS, and other institutions to manage and expand client relationships.
- Identify business opportunities and promote in-house research, trade ideas, and execution services to institutional clients.
- Handle arbitrage trades, SR trades, and provide market insights and trade support aligned with client mandates.
- Coordinate closely with internal teams including back office, research, and compliance to ensure smooth trade settlement and regulatory adherence.
- Maintain real-time awareness of market trends, macro events, and regulatory developments impacting institutional trades.




- Assist in broker empanelment processes and contribute to enhancing institutional onboarding efficiency.

Job Competencies:
- Institutional Relationship Management
- Client-Centric Approach
- Decision-Making Agility
- Strategic Thinking
- Cross-Team Collaboration

Technical Competencies:
- Terminal Proficiency (NEAT/BOLT/CTCL)
- Advanced Excel Skills
- Bloomberg Navigation
- ALGO Execution Handling

Candidate Profile

- Holds NISM Series VIII: Equity Derivatives Certification (mandatory for institutional dealing roles).
- Demonstrates hands-on experience in executing institutional trades with precision and speed.
- Brings existing relationships or prior experience servicing institutional clients (MFs, Insurance, PMS).
- Possesses robust communication and client servicing abilities, including the capability to deliver market updates and research insights.
- Is adaptable, detail-oriented, and continuously eager to learn market tools and evolving regulatory frameworks.

📌 Institutional Dealer - Institution (India)
🏢 Sushil Finance
📍 India