Role and 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 KRA’s 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
- Strong communication skills
- Valuable team player
📌 Senior Fixed Income Sales Manager (Mumbai)
🏢 PhillipCapital India
📍 Mumbai
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