Shridhar Sahu

As part of the institutional equities team, I manage end-to-end sales trading functions for a diverse range of institutional clients, including PMS funds AIF funds & FPIs. My role bridges market intelligence with client execution, ensuring seamless trade flow and strategic market access. Key Responsibilities: Execute large-order equity trades for institutional clients with a focus on precision, speed, and minimal market impact. Maintain close relationships with fund managers, buy-side analysts, and dealers to provide market color, trade ideas, and execution support. Monitor market trends, flows, and sectoral movements to provide actionable insights to clients. Collaborate closely with the research, sales, and compliance teams to ensure aligned client servicing. Facilitate pre- and post-trade analysis to optimize execution strategies and reduce transaction costs.

In this multi-faceted role, I was responsible for end-to-end relationship management of high-value clients investing through PMS (Portfolio Management Services), AIFs (Alternative Investment Funds), and the FPI (Foreign Portfolio Investor) route. My responsibilities spanned client acquisition, onboarding, servicing, and trade execution – ensuring both regulatory compliance and an exceptional client experience. Key Responsibilities: Acquired and managed key relationships with HNIs, family offices, and offshore institutional investors. Executed equity and derivative trades on behalf of PMS, AIF, and FPI clients in alignment with investment mandates and market conditions. Facilitated seamless client onboarding by coordinating with compliance, legal, custodians, and regulatory bodies. Provided ongoing client servicing and addressing queries or operational issues. Acted as the single point of contact for execution-related needs, order placement, and trade confirmations. Maintained strong internal coordination with fund managers, product teams, and the operations desk to ensure client satisfaction and timely delivery. Kept clients informed about changes in regulatory frameworks, tax implications, and market developments affecting their investments. Key Achievements: Successfully onboarded several new PMS, AIF and FPI which contributed significantly to the firm’s revenue growth. Executed high-value trades with precision, ensuring minimal slippage and adherence to regulatory compliance. Recognized for building long-term, trusted relationships with both domestic and offshore clients.