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Reshma

Senior Talent Advisor at Winfort Services Pvt ltd

Last Login: 27 April 2024

161

JOB VIEWS

41

APPLICATIONS

16

RECRUITER ACTIONS

Job Code

1389511

Dealer - PMS Fixed Income - BFSI

2 - 10 Years.Mumbai
Posted 1 month ago
Posted 1 month ago

Dealer - PMS Fixed Income

- The role will be entirely responsible for assisting in client / mandate portfolio management and trade - investment recommendations for the various fixed income mandates under PMS division

- The mandates include advising investments in money market assets, corporate debt securities, government securities. in a detailed and time bound manner.

- Cash Flow management support for the mandate.

Principal Accountabilities:

- Understand the key Fund Mandate requirements and advise, recommend, and update trades in client portfolio databases

- Maintain and build upon a comprehensive reservoir of market intelligence covering Indian fixed income markets.

- Work closely with fixed income research team, prepare commentaries for respective mandates, prepare presentations for mandates as required, participate in client centric discussion / meetings.

- Maintain the required MIS - reports for various client - mandate portfolios. and update the team about all market information including market trades and any key market moving information from the secondary and primary markets.

- Generate trade ideas based on individual fund requirements and his/her understanding of the prevailing market conditions and macro views.

- Execution and delivery of fixed income advisory to client mandates incorporating best of market practices with regulatory compliance

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Posted By

user_img

Reshma

Senior Talent Advisor at Winfort Services Pvt ltd

Last Login: 27 April 2024

161

JOB VIEWS

41

APPLICATIONS

16

RECRUITER ACTIONS

Job Code

1389511

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