Fixed Income Advisor - Kerala
InstaTalentRecruitLLP1 · Tennessee, TN
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Job description
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