Fixed Income Advisor - Kerala

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 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 Insta. Talent 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