Job Opportunity: Advisory Relationship Manager
Role: Advisory RM
Location: Mumbai
CTC: Upto 20 Lakhs
What You’ll Do:
Revenue Generation: Drive revenue through active equity broking and cross-selling of financial products.
Portfolio Management: Build and manage a robust portfolio of HNI and retail clients.
Investment Advisory: Provide data-driven investment advisory and strategic asset allocation based on PhillipCapital’s research.
Income Streams: Consistently generate brokerage, assets, and interest income (MTF).
Client Engagement: Proactively activate and engage clients across various trading segments (Cash, F&O, Currency).
Who Should Apply?
Experience: Proven track record in Broking or Investment Advisory roles.
Market Knowledge: Strong understanding of the Indian capital markets, financial products, and trading ecosystems.
Relationship Skills: A passion for client relationship management and business development.
Certifications: NISM Series VIII (Equity Derivatives) certification is essential.
Why This Role?
High Growth: Opportunity for high earning potential through performance-linked incentives.
Reputed Brand: Work with PhillipCapital, a global financial services powerhouse.
Career Progression: Clear roadmap for growth within the institutional or retail advisory segments.
Interested? Please share your updated on [email protected]
Job Types: Full-time, Permanent
Pay: ₹500,000.00 - ₹2,000,000.00 per year
Work Location: In person
