Fixed Income Bond Advisor | Motilal Oswal | Multiple Locations
Company: Motilal Oswal Financial Services
Position: Fixed Income Bond Advisor
Experience: 3–8 Years
Industry: Broking / Wealth Management / Financial Services
Education: Graduate or Postgraduate in Finance, Commerce, Economics, or a related field
Preferred Certification: NISM Fixed Income / Investment Advisory
About the Role
Motilal Oswal is looking for an experienced Fixed Income Bond Advisor to join its Fixed Income team. The ideal candidate should have hands-on experience advising clients on fixed-income investment products while helping them build stable, yield-focused portfolios.
This role requires strong expertise in bond markets, client advisory, portfolio management, and fixed-income investment solutions.
Key Responsibilities
- Advise clients on Corporate Bonds, Government Securities (G-Secs), SDLs, SGBs, NCDs, and other fixed-income products.
- Understand client financial goals and risk profiles to recommend suitable investment strategies.
- Conduct portfolio reviews and recommend portfolio rebalancing.
- Generate investment ideas based on market trends, yield curve movements, and macroeconomic developments.
- Drive AUM growth through new client acquisition and relationship expansion.
- Work closely with Relationship Managers and Wealth teams to convert investment opportunities.
- Track bond markets, credit ratings, liquidity events, and new debt issuances.
- Ensure all investment recommendations comply with regulatory and internal compliance requirements.
- Support internal sales teams with product knowledge and client discussions.
Required Experience
- 3–8 years of experience in Fixed Income Advisory within a broking or wealth management firm.
- Strong knowledge of:
- Corporate Bonds
- Government Securities (G-Secs)
- NCDs
- SDLs
- SGBs
- Yield Products
- Debt Markets
- Experience advising HNI or retail clients on fixed-income investments.
- Good understanding of bond markets, credit ratings, yield curves, and macroeconomic factors.
- Strong communication, analytical, and client relationship management skills.
- Proficiency in MS Excel and broking/research platforms.
Preferred
- NISM Fixed Income or Investment Advisory Certification.
- Experience working with HNI or Wealth Management clients.
If your experience matches the above requirements and you have worked in Fixed Income Advisory within the broking or wealth management industry, we'd love to connect.
Pay: Up to ₹1,500,000.00 per year
Application Question(s):
- Have you advised clients on fixed-income products such as Corporate Bonds, Government Securities (G-Secs), NCDs, SDLs, or SGBs?
- Have you managed or advised HNI or affluent clients on investment portfolios?
- Do you have a strong understanding of bond markets, yield curves, credit ratings, and debt market products?
- Are you comfortable driving business growth through client acquisition, portfolio expansion, and investment advisory?
Experience:
- Fixed Income Advisory within wealth management company: 3 years (Required)
Work Location: In person
