We are seeking a dynamic and result-oriented Financial Product Executive/Manager to drive the distribution of debt market products across Institutional, Corporate, HNI, and Retail client segments. The ideal candidate will be responsible for sourcing investment opportunities, advising clients on fixed-income products, building strong relationships, and contributing to business growth while ensuring regulatory compliance.
This role offers an excellent opportunity to work in a fast-paced financial markets environment and gain exposure to a wide range of debt capital market instruments.
Key Responsibilities
Distribute and market debt market products to Institutional, Corporate, HNI, and Retail investors.
Source, evaluate, and recommend fixed-income investment opportunities based on client requirements and market conditions.
Develop and maintain strong relationships with existing clients while identifying and onboarding new investors.
Provide investment advisory support on bonds, debentures, structured debt products, and other fixed-income instruments.
Monitor market trends, interest rate movements, and economic developments impacting debt markets.
Conduct financial analysis and prepare investment proposals, presentations, and client recommendations.
Collaborate with internal teams to execute transactions and deliver seamless client service.
Identify business development opportunities and contribute to revenue generation targets.
Ensure adherence to regulatory requirements, internal policies, and compliance standards.
Maintain accurate records, reporting, and documentation related to client transactions and investments.
Required Qualifications & Skills
Education
Bachelor's degree/Master's Degree in Finance, Commerce, Economics, Business Administration, or a related field.
MBA (Finance), CFA, NISM, or other relevant certifications will be an added advantage.
Experience
3–8 years of experience in financial products distribution, debt capital markets, fixed-income investments, wealth management, or related BFSI domains.
Technical Skills
Strong understanding of debt capital markets and fixed-income products.
Proficiency in financial analysis, valuation techniques, and investment research.
Advanced Microsoft Excel skills, including financial modeling and data analysis.
Knowledge of bond markets, yield analysis, interest rate dynamics, and credit assessment.
Competencies
Excellent analytical and problem-solving abilities.
Strong communication, presentation, and relationship management skills.
Business development and client acquisition mindset.
Ability to work independently and collaboratively in a dynamic environment.
High level of integrity, professionalism, and attention to detail.
Pay: ₹450,000.00 - ₹900,000.00 per year
Benefits:
Work Location: In person
