Motilal Oswal is a leading Indian financial services company offering stock broking, wealth management, asset management, investment banking, and housing finance. Founded in 1987, it focuses on research-driven investing and technology-enabled financial solutions.
Key Responsibilities
Client Advisory & Portfolio Management
Understand client risk profiles and create tailored fixed-income investment strategies.
Recommend suitable bond products—Corporate Bonds, NCDs, G-Secs, Yield Products, Structured FI Solutions.
Conduct periodic portfolio reviews and ensure timely rebalancing.
Generate consistent investment ideas based on market conditions and yield curve movements.
Sales & Business Development
Drive AUM growth in the fixed-income category through new client acquisition and wallet share enhancement.
Conduct client meetings, presentations, and product discussions to promote FI solutions.
Work closely with RMs/Wealth Teams to generate leads and convert opportunities.
Research & Market IntelligenceCompliance & Risk Management, Operational Collaboration
Must Have Skills
3–8 years of experience in broking/wealth management in Fixed Income Advisory.Good to Have Skills
Education: Strong knowledge of bond markets, yield curves, credit ratings, and macroeconomics.
Track bond markets, credit ratings, yield spreads, liquidity events, and macroeconomic indicators.
Share actionable insights and daily/weekly fixed-income updates with clients and internal teams.
Stay updated on new issuances, rating changes, market risks, and regulatory developments.
Ensure all recommendations are aligned with internal risk guidelines and compliance standards.
Maintain documentation, investor suitability records, and audit-ready investment rationale.
Disclose product risks clearly and transparently to clients.
Coordinate with operations, back-office, and compliance teams for seamless execution.
Support branches and sales teams with product knowledge, training, and query resolution.
Strong understanding of Bonds, G-Secs, Yield Products, and Debt Markets.
Hands-on experience in advising HNI/retail clients on fixed-income products.
Graduate / Postgraduate in Finance, Commerce, Economics, or related field.
NISM Certification in Fixed Income / Investment Advisory preferred. Experience in broking/wealth management in Fixed Income Advisory
Competencies
Excellent analytical, advisory, and client engagement skills.
Ability to simplify complex debt products for clients.
Proficiency in MS Excel, research tools, and broking platforms.
Strong communication, sales mindset, and relationship-building capabilities
Job Summary
We are seeking a knowledgeable and client-focused Fixed Income Bond Advisor to strengthen our Fixed Income vertical.
The role involves advising clients on bond investments across Corporate Bonds, Government Securities, SDLs, SGBs, and other fixed-income products. The Fixed Income Bond Advisor will act as the primary expert for fixed-income solutions, helping clients build stable, yield-driven portfolios while ensuring compliance, product suitability, and risk alignment.
Pay: Up to ₹1,500,000.00 per year
Location:
- Hyderabad, Telangana (Required)
Work Location: In person
