Fixed Income Product Specialist

14 hours ago

Bikaner, Rajasthan, India beBeeInvestment Full time ₹ 15,75,000 - ₹ 25,80,000
Job Description:

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

The ideal candidate will oversee the marketing process, create investor materials, host webinars, and organize investor events to promote our offerings.

This role requires developing and managing relationships with current and potential investors, collaborating with product teams to create tailored products, and assessing client credit profiles to propose customized deals.

Additionally, the successful candidate will be responsible for onboarding new corporates and family offices, coordinating with stakeholders to ensure client portfolio data is captured and uploaded into relevant reporting systems, and preparing custom internal reporting.

  • Market and promote our fixed income products to HNWIs, family offices, and corporate treasuries
  • Develop and manage relationships with current and potential investors
  • Collaborate with product teams to create tailored products for specific situations
  • Assess client credit profiles to propose customized deals
  • Onboard new corporates and family offices
  • Coordinate with stakeholders to ensure client portfolio data is captured and uploaded into relevant reporting systems
Required Skills and Qualifications:

For this role, we are looking for an individual with 3-8 years of experience in a wealth management firm. The ideal candidate will have an in-depth understanding of family office requirements and debt product offerings.

  • 3-8 years of experience in a wealth management firm
  • Strong understanding of family office requirements and debt product offerings
Benefits:

This is a challenging and rewarding role that offers opportunities for growth and development. If you are a motivated and experienced professional looking for a new challenge, please apply.

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