Responsibilities
- Client Acquisition & Relationship Management: Acquire recent clients through personal network, referrals, leads, and direct outreach.
- 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 produts, and regulatory changes.

Qualification
- Bachelor’s degree in Finance, Commerce, Economics, or related field (mandatory),
- NISM Series VII (Equity Derivatives) and Series VIII (Equity Certification) – Mandatory as per SEBI norms -after joining, but have to submit before 1 month
- 1–5 years of relevant experience in relationship management, broking, wealth advisory, or financial sales roles.

Pay: ₹500,000.00 - ₹800,000.00 per year

Work Location: In person

📌 Relationship Manager (Mumbai)
🏢 PhillipCapital India
📍 Mumbai