About PhillipCapital
PhillipCapital is a leading integrated financial services group with a global presence across 15 countries. We provide a wide range of investment and wealth management solutions, including Equities, Mutual Funds, Portfolio Management Services (PMS), Investment Advisory (IA), Insurance, Fixed Income Products, and Alternative Investments.
We are looking for a dynamic and result-oriented Senior Relationship Manager to join our Mumbai team.
Key Responsibilities
- Acquire new HNI, UHNI, Corporate and Retail clients through various channels.
- Build and maintain long-term relationships with clients by understanding their financial goals.
- Generate revenue through cross-selling and upselling financial products including:
- Equity & Derivatives
- Mutual Funds
- Portfolio Management Services (PMS)
- Investment Advisory (IA)
- Insurance
- Fixed Income Products
- Margin Trading Facility (MTF)
- Securities Lending & Borrowing (SLBM)
- Achieve monthly, quarterly and annual business targets.
- Conduct portfolio reviews and recommend suitable investment strategies.
- Stay updated with capital market trends, economic developments and investment opportunities.
- Ensure compliance with SEBI, NSE and company policies.
- Coordinate with internal research and product teams to provide clients with timely investment recommendations.
- Maintain accurate records of client interactions and business activities using CRM.
Eligibility Criteria Education
- MBA in Finance or an equivalent postgraduate qualification in Finance.
Experience
- Minimum 3 years of experience in Wealth Management, Broking, Banking, Financial Services, or Investment Advisory.
Mandatory Certifications
- NISM Series VII: Securities Operations & Risk Management
- NISM Series VIII: Equity Derivatives Certification
Required Skills
- Strong client acquisition and relationship management skills.
- Good understanding of Indian equity markets and financial products.
- Excellent communication, presentation and negotiation skills.
- Strong sales orientation with a proven track record of revenue generation.
- Ability to work independently and achieve business targets.
- Knowledge of SEBI regulations and capital market operations.
- Proficiency in MS Office and CRM applications.
Preferred Candidate Profile
- Existing network of HNI/UHNI clients will be an added advantage.
- Experience in stock broking, wealth management, private banking or distribution of investment products.
- Self-motivated, customer-focused and target-driven professional.
What We Offer
- Attractive Fixed Salary + Performance-Based Incentives
- Career Growth Opportunities
- Exposure to a Wide Range of Financial Products
- Comprehensive Training and Ongoing Learning
- Collaborative and Professional Work Environment
Location: Mumbai, Maharashtra
Experience: Minimum 3 Years
Industry: Financial Services | Wealth Management | Capital Markets | Stock Broking
Employment Type: Full-Time
Work Location: In person
