Sales (Maharashtra)

Sales (Maharashtra)

08 Aug
|
Phillip Capital
|
Maharashtra

08 Aug

Phillip Capital

Maharashtra

department ARMG department code A3 location Mumbai Maharashtra openings 5 age Age up to 35 Years qualification Any Graduate in Any Specialization experience 1-3 years responsibilities Client Acquisition Portfolio Management Acquire new HNI clients through personal network referrals and business development initiatives Leverage existing relationships to bring in a solid client base Understand client risk appetite and investment objectives to offer suitable financial products Manage and review client portfolios periodically to align with changing financial goals Investment Product Sales Specialize in selling investment products such as Portfolio Management Services PMS Investment Advisory IA Alternative Investment Funds AIF Mutual Funds Structured Products Bonds and other financial instruments Identify cross-selling opportunities to deepen client relationships and enhance wallet share Business Development Revenue Generation Develop and execute strategies to tap into the HNI Ultra HNI segment Achieve defined sales targets and contribute to the firm s overall revenue growth

📌 Sales (Maharashtra)
🏢 Phillip Capital
📍 Maharashtra

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