Relationship Manager, Fixed Income (Retail)

Role Overview:

The Relationship Manager — Fixed Income (Retail) will be responsible for building and managing a portfolio of individual retail investors, helping them access and invest in fixed-income products such as corporate bonds, NCDs, The role requires a strong understanding of debt market products, excellent communication skills, and a client-first approach to financial advisory.

KEY RESPONSIBILITIES

Client Acquisition & Lead Generation

• Drive new client acquisition through referrals, digital outreach, LinkedIn, email campaigns, and in-branch walk-ins.
• Identify and prospect retail investors through networking events, community outreach, and partnership channels.
• Build and maintain a healthy sales pipeline to consistently meet monthly and quarterly acquisition targets.

Client Relationship Management

• Develop long-term,...