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