Fixed Income Sales Executive
4 days ago
Company Description
MeraDhan is a state-of-the-art online platform dedicated to democratizing access to the fixed income market for retail investors. Building upon the foundation already existing, we distinguish ourselves through our unwavering commitment to expert-led product innovation and a deep understanding of fixed income instruments.
We are founded and led by seasoned fixed income experts with decades of experience navigating complex financial landscapes. This expertise translates into:
● Curated Product Selection
● In-Depth Research and Analysis
● Innovative Product Development
● Strong Product Leadership
FIXED INCOME SALES EXECUTIVE
Role Overview:
Responsible for selling fixed-income products (corporate bonds, G-Secs, MLDs), acquiring clients, and advising investors on suitable bond opportunities based on their risk profile and return expectations.
Key Responsibilities:
- Acquire and onboard retail/HNI clients for bond investments
- Pitch available bonds, explain yields, risks, and maturities
- Assist clients in buy/sell transactions through the bond platform
- Maintain strong client relationships and handle ongoing queries
- Track market updates, credit rating changes, and new issuances
- Achieve monthly sales targets and maintain CRM records
Skills Required:
- Good understanding of bonds, yield curves, and fixed-income markets
- Strong communication and advisory skills
- Ability to build trust with investors
- Basic knowledge of KYC, demat accounts, and order execution
Qualifications:
- Graduate in Commerce/Finance/Economics
- 1–5 years experience in financial sales/wealth management (preferred)
- NISM certifications would be an advantage
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