About PhillipCapital
Founded in 1975 in Singapore, PhillipCapital is an integrated Asian financial house with a global footprint spanning 15 countries—including major financial hubs like London, Tokyo, Chicago, and Mumbai. Managing over USD 65 Billion in Assets Under Management and Custody, we serve more than 1.5 million clients globally, ranging from retail investors to large-scale institutional corporations.
In India, PhillipCapital has evolved into a premier financial intermediary. Backed by award-winning in-house research, we offer a comprehensive suite of services including Institutional and Retail Stock Broking, Wealth Management, Portfolio Management Services (PMS), and Corporate Finance.
Why Join Us?
With a global workforce of over 5,000 professionals, we combine the stability of a 50-year multinational legacy with the agility of a tech-forward growth engine. Our culture is anchored in Integrity, Innovation, and Teamwork. We empower our people to take ownership of their careers, offering structured mentorship, global market exposure, and clear pathways for vertical progression.
If you are a driven professional looking to shape the future of capital markets and wealth management, PhillipCapital provides the global platform and collaborative ecosystem to accelerate your potential.
What we are looking for?
We are seeking a proactive, Knowledgeable and experienced Senior Relationship Manager to join our Distribution team in Andheri, Mumbai. The ideal candidate will have a strong existing network of High Net-Worth Individuals (HNIs) and will be responsible for providing tailored investment solutions across a wide range of equity and wealth products, driving business growth, and maintaining high standards of client service.
What you will be responsible for?
- HNI Client Acquisition & Retention: Leverage existing HNI relationships to acquire new clients, while nurturing and expanding the current client portfolio.
- Product Offering & Advisory: Offer comprehensive investment solutions, including Mutual Funds (MFs), Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), Bonds, and IPOs.
- Target Achievement: Responsible for achieving monthly and quarterly sales targets regarding AUM growth, revenue generation, and product mix as assigned by the organization.
- Portfolio Management: Provide proactive financial advice, conduct portfolio reviews, and rebalance investments based on market conditions and client risk appetite.
- Relationship Building: Develop deep, trusting relationships with clients to enhance wallet share and ensure long-term retention.
- Compliance & Regulatory Adherence: Ensure 100% compliance with SEBI regulations, KYC norms, and internal policies governing the financial services.
- Networking & Promotion: Participate in networking events, seminars, and workshops to boost brand visibility and generate leads.
Benefits:
- Paid time off
- Provident Fund
Work Location: In person
