Avp - Advisory Sales / Client Acquisition (Mumbai)

Avp - Advisory Sales / Client Acquisition (Mumbai)

06 Sep
|
PhillipCapital India
|
Mumbai

06 Sep

PhillipCapital India

Mumbai

What You’ll Do: Revenue Generation: Drive revenue through active equity broking and cross-selling of financial products. Portfolio Management: Build and manage a robust portfolio of HNI and retail clients. Investment Advisory: Provide data-driven investment advisory and strategic asset allocation based on PhillipCapital’s research. Income Streams: Consistently generate brokerage, assets, and interest income (MTF). Client Engagement: Proactively activate and engage clients across various trading segments (Cash, F&O;, Currency). Who Should Apply? Experience: Proven track record in Broking or Investment Advisory roles. Market Knowledge: Solid understanding of the Indian capital markets, financial products, and trading ecosystems. Relationship Skills:



A passion for client relationship management and business development. Certifications: NISM Series VIII (Equity Derivatives) certification is essential. Why This Role? High Growth: Opportunity for high earning potential through performance-linked incentives. Reputed Brand: Work with PhillipCapital, a global financial services powerhouse. Career Progression: Clear roadmap for growth within the institutional or retail advisory segments.

Job Types: Full-time, Permanent

Work Location: In person

📌 Avp - Advisory Sales / Client Acquisition (Mumbai)
🏢 PhillipCapital India
📍 Mumbai

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