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Instatalentrecruitllp1

Instatalentrecruitllp1

Fixed Income Advisor-Hyderabad/Bangalore/Chennai

Role

Fixed Income Advisor-Hyderabad/Bangalore/Chennai

Job type

Full-time

Found on Mokaru

1 week ago

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Salary

Not disclosed by employer

Job description

Client Advisory & Portfolio Management

  • Assess client risk profiles and design customized investment strategies
  • Recommend products like Corporate Bonds, NCDs, G-Secs, and structured FI solutions
  • Conduct regular portfolio reviews and rebalancing
  • Share investment ideas based on market trends and yield movements

Sales & Business Development

  • Grow AUM through client acquisition and relationship expansion
  • Conduct client meetings and product presentations
  • Collaborate with RMs and wealth teams to generate and convert leads

Research & Market Insights

  • Track bond markets, credit ratings, and macroeconomic trends
  • Share regular market updates with clients and internal teams
  • Stay updated on new issuances and regulatory changes

Compliance & Risk Management

  • Ensure all recommendations follow compliance guidelines
  • Maintain proper documentation and audit readiness
  • Clearly communicate product risks to clients

Operational Support

  • Coordinate with operations and compliance teams for smooth execution
  • Support internal teams with product training and queries
  • Graduate/Postgraduate in Finance, Commerce, Economics, or related field
  • NISM certification (preferred)

F2F interview is Mandatory - Need to share the Incentive earning Sheet/Doc

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