Fixed Income Sales Executive

Company Description

MeraDhan is a state-of-the-art online platform dedicated to democratizing access to the fixed income market for retail investors. Building upon the foundation already existing, we distinguish ourselves through our unwavering commitment to expert-led product innovation and a deep understanding of fixed income instruments.

We are founded and led by seasoned fixed income experts with decades of experience navigating complex financial landscapes. This expertise translates into:

● Curated Product Selection

● In-Depth Research and Analysis

● Innovative Product Development

● Strong Product Leadership

FIXED INCOME SALES EXECUTIVE

Role Overview:

Responsible for selling fixed-income products (corporate bonds, G-Secs, MLDs), acquiring clients, and advising investors on suitable bond opportunities based on their risk profile and return expectations.

Key Responsibilities:

• Acquire and onboard retail/HNI clients for bond investments
• Pitch available bonds, explain yields, risks, and maturities
• Assist clients in buy/sell transactions through the bond platform
• Maintain strong client relationships and handle ongoing queries
• Track market updates, credit rating changes, and new issuances
• Achieve monthly sales targets and maintain CRM records

Skills Required:

• Good understanding of bonds, yield curves, and fixed-income markets
• Strong communication and advisory skills
• Ability to build trust with investors
• Basic knowledge of KYC, demat accounts, and order execution

Qualifications:

• Graduate in Commerce/Finance/Economics
• 1–5 years experience in financial sales/wealth management (preferred)
• NISM certifications would be an advantage