Associate (Sales, Marketing & Proprietary Debt Book Management)

Job Description Associate (Sales, Marketing & Proprietary Debt Book Management)

Position:

Location:

Reporting To:

Associate

This role requires strong client engagement capabilities, business development acumen and the ability to provide market intelligence to support execution of bond transactions.

Key Responsibilities / KRAs

Sales & Marketing of Bonds / G-Secs

bonds, G-Secs, SDLs, and other fixed income instruments

existing client relationships

empanelment

Proprietary Book Management

profitable trading and investment strategies

Monitor bond yields, G-Sec markets, and credit spreads to identify trading opportunities.

Ensure compliance with regulatory and internal risk management guidelines in all trades with technical knowhow of FIMMDA Valuations.

Market Intelligence & Origination Support

feedback on investor appetite, pricing trends, and demand-supply dynamics

Share actionable insights to support the origination team in structuring and executing bondissuances.

Track policy, regulatory, and market developments impacting debt markets.

Investor & Client Engagement

Provident Funds, Pension Funds, Banks, Treasuries and Insurance Companies

presentations, pitchbooks and proposals

emerging opportunities

Execution & Collaboration

Coordinate with internal stakeholders for transaction execution.

Assist in deal slips, transaction notes and client-ready reports.

Work in close alignment with senior team members for smooth deal closure.

Key Skills & Competencies

fixed income markets, debt instruments, and regulatory guidelines

(EPFO, MoL&E, MoF, PFRDA).

PF Trusts, Banks, Treasuries, and Insurance Companies

debt market dynamics and trading strategies

Excellent interpersonal, communication, and client engagement skills.

analytical ability, problem-solving mindset, and market awareness

High integrity, professional ethics, and ability to maintain confidentiality.

Qualifications & Experience

Postgraduate in Commerce/Finance. MBA / CA / CFA (preferred).

5 plus years of relevant experience

investor engagement and bond placements

proprietary debt portfolio

Personal Attributes

financial markets and fixed income

High ethical standards and commitment to professional excellence.

Flexibility to travel PAN India for client meetings and investor engagement.

Strong initiative, ownership mindset and adaptability in a fast-paced environment.