Role & responsibilities
- Reaching out to Wealth Management Firms, MFDs, RIAs and Independent Advisors to work with us as Referral Partners for showcasing Fixed Income opportunities to their clients
- Connect with partners on a regular basis to share fixed income investment ideas
- Coordinating for fulfilment of inquiries related to trades received from partners
- Work towards completion of defined KRAs
Skills, Qualifications and Experience
- Minimum education requirement Graduation. Post-graduation shall be preferred
- Minimum 3-5 years experience as a Relationship Manager with prior experience of acquisition of clients and servicing on an ongoing basis
- Should be proficient in some regional languages
- Should have Required NISM certifications
- Robust communication skills
- Good team player
📌 Mutual Fund Distribution Manager (Mumbai)
🏢 PhillipCapital
📍 Mumbai
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