Role & responsibilities

Key Responsibilities

- Acquire new clients through cold calling, referrals, networking, and lead generation.

- Promote financial products such as equity trading accounts, mutual funds, fixed income products, PMS, insurance, and other investment solutions.

- Build and maintain long-term relationships with retail, HNI, and corporate clients.

- Understand clients' financial goals and recommend suitable investment products.

- Achieve monthly and quarterly sales and revenue targets.

- Cross-sell and upsell financial products to existing customers.

- Resolve client queries and coordinate with internal teams for smooth account servicing.

- Stay updated on market trends and provide relevant investment insights to clients.

- Ensure compliance with SEBI regulations and company policies.

Required Skills

- Strong sales, negotiation, and communication skills.





- Excellent relationship-building and customer service abilities.

- Knowledge of financial markets, stock broking, and investment products.

- Ability to work in a target-driven environment.

- Proficiency in MS Office and CRM systems.

- NISM certification is preferred or mandatory for certain roles.

Qualifications

- Bachelor's degree in Commerce, Finance, Business Administration, Economics, or a related field.

- 15 years of experience in sales, stock broking, asset management, banking, or financial services (depending on the role)

Key Performance Indicators (KPIs)

- Number of recent client acquisitions.

- Revenue and brokerage generation.

- Sales target achievement.

- Client retention and satisfaction.

- Cross-selling of financial products.

📌 Business Development Associate-PCG (Mumbai)
🏢 PhillipCapital
📍 Mumbai