Senior Relationship Manager
# Senior Relationship Manager **PhillipCapital India** · Mumbai, Maharashtra · `On-site` 🕒 **Статус:** *Опубликовано: сегодня* · *Источник: Indeed* --- ### About the Role 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
Наблюдалась 2026-09-17, впервые 2026-09-17, источник — Indeed.