Insta Talent Recruit LLPBusiness Development

Fixed Income Advisor - Kerala

Coimbatoreonsite

Posted 1mo ago · via Smartrecruiters

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About this role

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

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