Responsibilities

- Acquire current retail, affluent, HNI, and emerging HNI clients.
- Generate leads through networking, referrals, digital channels, events, and personal outreach.
- Build and maintain a strong 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 recent 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