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Fixed Income Advisor - Kerala

InstaTalentRecruitLLP1 · Tennessee, TN
Category Other
Posted 24d ago
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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