Key Responsibilities:

Client Acquisition &
Relationship Management
Acquire current clients through personal network, referrals, leads, and direct outreach.
Develop and maintain solid 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