Strategic Fixed Income Specialist

2 weeks ago

Alleppey, Kerala, India beBeeInnovation Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Investment Solutions Specialist

We are seeking an experienced professional to interact with high-net-worth individuals, family offices, and corporate treasuries to assess their investment interests in fixed income products.

  • The ideal candidate will oversee the marketing process and broader company efforts, including creating investor materials, hosting webinars, and organizing investor events.
  • Develop and manage relationships with current and potential investors, collaborate with Product teams to create tailored products for specific situations, and assess client credit profiles to propose customized deals.
  • Closing transactions, onboarding new corporates and family offices, and coordinating with relevant stakeholders to ensure client portfolio data is captured and uploaded into relevant reporting systems.

Key Responsibilities:

  • Interact with HNWIs, family offices, and corporate treasuries to gauge investment opportunities.
  • Oversee marketing strategy and company initiatives.
  • Develop and maintain relationships with investors.
  • Create bespoke financial solutions for specific needs and close transactions.
  • Onboard new clients and family offices.
  • Capture and upload client portfolio data into relevant systems.

Benefits:

This role offers a unique opportunity to work with a variety of clients and develop your expertise in fixed income products. You will have the chance to work closely with our Product teams to create innovative solutions and build strong relationships with clients.

Requirements:

  • Proven experience in a related field.
  • Strong communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Proficiency in Microsoft Office and other relevant tools.

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