Key Responsibilities:

Client Acquisition &

- Relationship Management

- Acquire new clients through personal network, referrals, leads, and direct outreach.

- Develop and maintain strong long-term relationships with existing clients.

- Understand client goals, risk profile, and investment preferences to provide suitable solutions.

- Conduct periodic portfolio reviews and proactively advise clients on rebalancing strategies.

Trading &

- Investment Advisory

- Assist clients in placing and executing trades in equities, derivatives, IPOs, mutual funds, and other market instruments.

- Share actionable market insights, research-backed trading ideas, and investment recommendations.

- Educate clients on platforms, tools, and market trends to enhance engagement and self-trading capabilities.

Revenue Generation &

- Business Growth

- Meet or exceed monthly revenue targets through brokerage, product cross-sales, and increased client trading activity.

- Achieve KPIs related to client acquisition, AUM growth, active client ratio, and product penetration.

Product Knowledge &





- Upskilling

- Stay updated on market developments, investment products, and regulatory changes.

- Collaborate with research, product, and operations teams to enhance client offerings and experience.

Key Skills &

- Competencies:

- Solid knowledge of equity markets, derivatives, and wealth products.

- Excellent communication, persuasion, and relationship management skills.

- Ability to analyse client needs and provide strategic investment advice.

- Comfortable working in a target-driven environment.

Educational Qualifications:

- Bachelors degree in Finance, Commerce, Economics, or related field (mandatory)

- MBA/PGDM in Finance or Marketing (preferred)

- NISM Series VII (Equity Derivatives) and Series VIII (Equity Certification) – Mandatory as per SEBI norms

Experience:

- Minimum 2 years of relevant experience in relationship management, broking, wealth advisory, or financial sales roles.

📌 Relationship Manager (Delhi)
🏢 PhillipCapital
📍 Delhi