Asst. Manager Fixed Income Sales

Qualification: Graduate / Post Graduate / NISM-Series V-A

Experience in Years: 1- 3 years, Any particular industry background: Financial Services

Role and Responsibilities

Reaching out to Wealth Management Firms, MFDs, RIAs and Independent Advisors to work with us as Referral Partners for showcasing Fixed Income opportunities to their clients.

Handholding Partners to close bond transactions and generate referral income for them.

Completing the empanelment process with entities who want to work with us as Referral Partners.

Prepare a calling sheet to touch base with Partners on a defined frequency and share fixed-income investment ideas.

Handling Partners’ inquiries related to bonds and transactions.

Skills, Qualifications & Experience

Minimum education requirement –Post graduation shall be preferable

Minimum 1-2 years experience as a Relationship manager with prior experience in the acquisition of clients and their servicing on an ongoing basis.

Should be proficient in some regional language e.g. Marathi, Gujarati, Kannada, Tamil

Should have required NISM certification

Strong communication skills

Good Team player