Fixed Income Advisor - Kerala

  • Full-time

Company Description

With One of our Broking Client which is 50 Years old Company 

Job Description

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/

 

Qualifications

Any Graduate 

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