Role Summary The Associate – Global Markets & NRI Services will be the single point of contact for PhillipCapital India's global investment offerings and its NRI client base. The role will be to coordinate across product teams in DIFC, GIFT City & Mumbai and also manage the end-to-end NRI client journey from onboarding and documentation to taxation and query resolution.

Key Responsibilities
– Global Markets
· Single point of contact: Act as the single point of contact for clients, RMs and internal teams on Global PMS, DIFC, GIFT City, PIBOF, global bonds and structured products.
· Product support: Explain product features, eligibility, investment routes (including LRS) and documentation to clients and RMs and support sales with pitch material.
· Coordination: Coordinate with the GIFT City and DIFC entities, fund managers, custodians and product partners on subscriptions, redemptions and transaction status.
· Reporting: Report to the GIFT City team on business pipeline, client activity and operational issues; prepare periodic MIS on flows and AUM.

Key Responsibilities
– NRI Operations
· Onboarding: Manage NRI account opening end to end: NRE / NRO and PIS accounts, trading and demat accounts, KYC,



FATCA / CRS and related forms.
· Forms and documentation: Guide clients on the correct forms, declarations and supporting documents; track pending cases with banks and internal teams to closure.
· Taxation: Handle NRI taxation queries and coordinate with the Finance team wherever needed.
· Query resolution: Resolve NRI client queries on transactions, repatriation, statements and compliance.
· Compliance: Ensure compliance with FEMA, SEBI, RBI and exchange norms for NRI investments, and keep up with regulatory changes. Requirements
· Graduate in Commerce or Finance; MBA (Finance) preferred.
· 1–3 years of experience in NRI services, international products or wealth / broking operations at a financial services firm.
· Working knowledge of GIFT City (IFSC) structures, LRS, FEMA and NRI taxation; exposure to global PMS, bonds or structured products is a robust plus.
· Relevant NISM certifications preferred.
· Strong communication and client-handling skills; organised, detail-oriented and comfortable coordinating across multiple teams and time zones.

📌 Associate – Global Markets (Mumbai)
🏢 PhillipCapital India
📍 Mumbai