Role Summary

We are setting up a new vertical focused on Institutional Sales of Fixed Income Products (NCDs, ICDs, Bonds). We are seeking a energetic sales professional with deep institutional connects, proven experience in fixed income distribution, and the ability to originate, structure, and close large-ticket transactions. The role demands strong relationship-building with banks, NBFCs, mutual funds, treasuries, corporates, and other institutional investors while driving adoption of our fixed-income investment products.

Key Responsibilities

- Market Development & Strategy
- Establish and grow the Institutional Sales vertical from ground up.
- Identify new business opportunities and drive product penetration across institutional investors.
- Own P&L; responsibility for the vertical and ensure YoY growth.
- Institutional Client Acquisition & Relationship Management
- Build and maintain strong relationships with Banks, NBFCs, Mutual Funds, Treasuries, Family Offices, Corporates, and Insurance Companies.
- Drive large-ticket investments in fixed income products (NCDs, ICDs, Bonds).
- Deepen engagement with existing institutional clients to increase wallet share.
- Product Distribution & Sales Execution
- Originate and close debt placements and distribution deals with institutional investors.
- Work closely with product and structuring teams to offer tailor-made solutions.
- Stay updated on regulatory changes (SEBI, RBI, IRDAI guidelines)



impacting fixed-income products.
- Stakeholder Collaboration & Team Leadership
- Coordinate with internal stakeholders (Product, Legal, Compliance, Operations) to ensure smooth deal closures.
- Mentor and scale a team of sales professionals over time as the vertical grows.
- Market Intelligence & Reporting
- Track competitor activity, market trends, and pricing benchmarks.
- Prepare and present MIS reports, deal pipelines, and portfolio updates to leadership.

Required Experience & Skills

- Education: MBA (Finance) / CA / CFA / Postgraduate from a reputed institution.
- Experience: 8-12 years of relevant experience in Institutional Sales of Debt/Fixed Income Products.
- Strong relationships with Institutional Investors (Banks, NBFCs, Mutual Funds, Treasuries, Corporates, Family Offices).
- Proven track record of closing large-ticket fixed income transactions.
- Strong knowledge of Fixed Income Products (NCDs, ICDs, Bonds), Debt Capital Markets, and Credit Assessment.
- Excellent understanding of regulatory frameworks governing fixed income distribution.
- Superior negotiation, communication, and relationship management skills.
- Highly analytical with ability to structure and present investment opportunities.
- Self-starter with the ability to set up and scale a vertical independently.

Note: Interested candidates kindly share their resumes on [email protected]

📌 Institutional Sales Fixed Income | NCD, ICD, Bonds (Mumbai)
🏢 NDX Financial Services
📍 Mumbai