If interested please call on +91-9123718613
Role - Fixed Income Advisor
Location - Kerala
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
Best Regards
Runuka Dey
Senior Recruiter
InstaTalent Recruit LLP - Recruitment and Training Services
Primary Mobile Number - +91-9123718613
Office Address - Plot No D-107, D-Block, Sector-2, Noida, Uttar Pradesh, India, Pin Code 201301
Website - https://www.instatalentrecruit.com/
LinkedIn - https://www.linkedin.com/company/instatalent-recruit-llp/
Any Graduate
