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 solid pipeline of prospective clients.
Conduct client meetings and financial discussions to identify investment requirements.
Promote and distribute financial products including:
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

Robust 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