Fixed Income Advisor - Kerala

Confidential

full-time Financial Specialists
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Location
Coimbatore, Tamil Nadu, India
Posted
July 11, 2026

Job Description

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 wit...