Job Description
Broking Company
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
Qualifications
- Graduate/Postgraduate in Finance, Commerce, Economics, or related field
- NISM certification (preferred)
Additional Information
F2F interview is Mandatory - Need to share the Incentive earning Sheet/Doc
