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.
- Solid 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.

📌 Sales Trader, Trading (Mumbai)
🏢 CITIC
📍 Mumbai