Fixed Income Portfolio Associate

Role – Associate – Fixed Income Advisory

Location – Mumbai

We are looking for an impactful Client Relationship Manager who will be managing existing relationships and developing new ones with corporates treasuries and family offices. The ideal candidate will provide market intelligence, fixed income markets advise and par excellence execution services to the clients.

Key Responsibilities : -

1. Execute the trades on behalf of the allocated clients

2. Sourcing of fixed income securities from markets and internal dealing room colleagues

3. Client Acquisition & Relationship Management - Build, acquire and nurture relationships with corporate treasuries and family offices for their investment needs into fixed income instruments

4. Portfolio Monitoring & Market Insights – Provide regular market and portfolio performance updates

5. Undertake business development activities

6. Channel Partner Collaboration – Develop advisor, wealth, PMS, B2B relationships

Qualifying Criteria : -

1. MBA / CA / CFA Accredited Master’s degree (Finance / Marketing will be preference)

2. Proven experience in sales & relationship management within fixed-income markets, wealth management, PMS, mutual funds, or insurance

3. Strong understanding of the fixed-income markets domain

4. Excellent communication, negotiation, and interpersonal skills

5. Experience in business development & client acquisition is a plus