Senior Relationship Manager - Fixed Income PhillipCapital India

3.0 - 7.0 years

0 Lacs

maharashtra

On-site

As a Relationship Manager, your primary responsibility will be to establish and maintain partnerships with Wealth Management Firms, MFDs, RIAs, and Independent Advisors to serve as Referral Partners for presenting Fixed Income opportunities to their clients. You will be required to engage with these Partners regularly to exchange ideas and insights on fixed income investments. Additionally, you will need to facilitate the resolution of trade-related inquiries from Partners and strive to achieve predefined Key Result Areas (KRAs). To excel in this role, you should possess a minimum of a Graduation degree, with a preference for Post-graduation qualifications. A solid background of 3-5 years in Relationship Management, particularly in acquiring and servicing MFDs, RIAs, and Wealth Management Firms, is essential. Proficiency in at least one regional language, along with the necessary NISM certifications, is mandatory. Strong communication skills and a collaborative approach to teamwork are also crucial for success in this position.,

Posted 2 days ago

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