Role & responsibilities

Client Acquisition & Relationship Management

- Acquire new clients through personal network, referrals, leads, and direct outreach.
- Develop and maintain strong 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:

- Strong knowledge of equity markets, derivatives, and investment products.
- Excellent communication, persuasion, and relationship management skills.
- Ability to analyse client needs and provide strategic investment advice.
- Comfortable working in a target-driven workplace.

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:

- 1–5 years of relevant experience in relationship management, broking, advisory, or financial sales roles.

📌 Investment Relationship Manager (Mumbai)
🏢 PhillipCapital
📍 Mumbai