Strategic Fixed Income Solutions Manager

3 days ago

Jodhpur, Rajasthan, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Fixed Income Product SpecialistAbout the Role:

Develop relationships with high-net-worth individuals (HNWIs), family offices, and corporate treasuries to understand their investment interests in fixed income products.

Main Responsibilities:
  • Build and maintain relationships with current and potential investors.
  • Collaborate with product teams to create tailored financial solutions for specific situations.
  • Evaluate client credit profiles to propose customized deals and close transactions.
  • Onboard new clients.
  • Coordinate with stakeholders to ensure accurate and up-to-date client portfolio data is captured and uploaded into reporting systems.
Requirements:

Deep understanding of family office requirements and debt product offerings. 3-8 years of experience in a wealth management firm preferred.

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