Responsibilities
• Acquire new retail, affluent, HNI, and emerging HNI clients.
• Generate leads through networking, referrals, digital channels, events, and personal outreach.
• Build and maintain a robust pipeline of prospective clients.
• Conduct client meetings and financial discussions to identify investment requirements.
• Promote and distribute financial products including: 1. PMS & AIFs | 2. Mutual Funds | 3. Fixed Income Products (Bonds, NCDs, Structured Products) | 4. Equity & Derivatives Trading Accounts | 5. Global Investment Products | 6. Insurance Solutions | 7. Lending & NBFC Products | 8. Cross-sell relevant products based on client risk profile and financial objectives.
• Develop long-term relationships with clients.
• Ensure high levels of client engagement and satisfaction.
• Coordinate with research, product, operations, and service teams for seamless client onboarding and servicing.




• Regularly review client portfolios and identify new opportunities.
• Stay updated on financial markets, economic developments, investment products, and industry trends.
• Leverage in-house research insights to support client acquisition and engagement efforts.
• Ensure adherence to regulatory guidelines and internal compliance policies.
• Complete client onboarding documentation and KYC processes accurately. Key Skills Strong sales and relationship-building skills. Understanding of capital markets and investment products. Excellent communication and presentation abilities. Ability to engage with retail, affluent, and HNI clients. Self-driven, target-oriented and entrepreneurial mindset

📌 Manager - Business Development (Mumbai)
🏢 PhillipCapital India
📍 Mumbai