InstaTalent Recruit LLP

Investment Banking/Venture

FixedIncomeAdvisor

Jangaon, Telangana, India FULL TIME
The Brief

“Fixed Income Advisor at InstaTalent Recruit LLP. Skills: Fixed Income, Client Acquisition, Portfolio Management. Assess client risk profiles. Design customized investment strategies”

What You'll Achieve.

Grow AUM through client acquisition and relationship expansion

Industry & Context.

Investment Banking/Venture
Eligibility Requirements

F2F interview is Mandatory, Need to share the Incentive earning Sheet/Doc

What They're Looking For.

Must Have

Graduate/Postgraduate in Finance, Commerce, Economics, or related field

Nice to Have

NISM certification

What You'll Do.

Assess client risk profiles

Design customized investment strategies

Conduct portfolio reviews

Share investment ideas

Conduct client meetings

Conduct product presentations

Track macroeconomic trends

Stay updated on new issuances

Ensure recommendations follow compliance

Maintain documentation

Communicate product risks

Coordinate with operations

Coordinate with compliance

Support internal teams

How You'll Work.

Team & Collaboration

Collaborate with RMs and wealth teams; Coordinate with operations and compliance teams; Support internal teams

Communication Scope

Clearly communicate product risks to clients

Free ATS check

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