Role & responsibilities:

We are looking for an experienced Fixed Income Sales / Relationship Manager to drive business development and distribution of fixed-income products across Wealth Clients, Family Offices, Corporates and Alternative Investment Funds (AIFs).

The individual will be responsible for building and managing relationships with investors, understanding their investment requirements and risk appetite, and providing suitable fixed-income investment opportunities. The role will involve active origination of client relationships, deal execution, revenue generation and deepening existing relationships.

Key Responsibilities:

1. Client Acquisition & Relationship Management:

- Develop and maintain strong relationships with HNIs/UHNIs, Wealth Managers, Family Offices, Corporates, Treasuries and AIFs.

- Identify and acquire new clients to expand the firm's fixed-income distribution network.

- Understand client investment objectives, risk appetite, return expectations, liquidity requirements and investment horizon.

- Build long-term relationships and become a trusted advisor for clients on fixed-income opportunities.

2. Fixed Income Product Sales:

- Drive distribution of Bonds, NCDs, Corporate Bonds, Structured Fixed Income Products and other debt instruments.

- Present investment opportunities to clients, highlighting credit quality, yield, duration, liquidity, structure and associated risks.

- Track market developments, interest-rate movements, credit events and new issuances to identify relevant opportunities for clients.

- Work closely with the product/origination team to understand upcoming issuances and secondary-market opportunities.

3. Business Development & Revenue Generation:

- Originate new business opportunities and consistently deliver sales/revenue targets.

- Develop a strong pipeline across Family Offices, Wealth Clients, Corporates and AIFs.

- Identify cross-selling opportunities and increase wallet share from existing relationships.

- Participate in client meetings, investor discussions, roadshows and issuer interactions.

4. Deal Execution:

- Coordinate with internal teams across product, trading, research, operations, compliance and legal to ensure seamless execution of transactions.

- Facilitate primary issuances as well as secondary-market transactions.

- Negotiate commercial terms and coordinate order execution while ensuring adherence to internal policies and regulatory requirements.

5. Market & Product Intelligence:

- Maintain a strong understanding of the Indian fixed-income market, interest-rate environment, credit markets and regulatory developments.

- Monitor yields, spreads, ratings, issuer financials and market liquidity.

- Provide clients with timely market updates and relevant investment ideas.

Key Stakeholders:

- Wealth Management / Private Wealth teams

- Family Offices and HNIs/UHNIs

- Corporate Treasuries

- AIFs and Institutional Investors

- Asset Managers

- Issuers/Corporate Borrowers

- Internal Product, Trading, Research, Operations, Compliance and Risk teams

Preferred candidate profile:

The ideal candidate would be someone with a strong, active client franchise across Family Offices, HNIs/UHNIs, Wealth Managers, Corporate Treasuries and/or AIFs, coupled with hands-on experience in selling bonds/NCDs and other fixed-income products. The candidate should be commercially driven, well-networked and capable of independently generating business.