Phillipcapital

Role & responsibilities Key Responsibilities: Trace individuals who have defaulted on loans or credit obligations. Use skip tracing software and financial tools to track movement or asset ownership. Utilize online databases, credit reports, utility bills and social media to find current contact information. Make discreet contact attempts while complying with financial and privacy regulations. Maintain detailed logs of all search activities and contacts and provide regular status and detailed reports to Recovery team or managements. Work closely with internal collections agents or legal departments to support recovery actions Ensure all activities align with laws and handle sensitive financial data securely and ethically Key Skills Required Strong analytical thinking and research proficiency. Communication and Technical skills. Confidentiality & Compliance Knowledge. Familiarity with skip tracing software and internet based research. Time management & Well organized. Qualifications & Experience Bachelors or Master’s degree in Finance, Accounting, Economics, or related fields. Minimum 2 years of experience in banking, NBFCs, or financial institutions. Prior experience in skip tracing or collections is mandatory.

Key Responsibilities Client Acquisition & Relationship Management : Identify, acquire, and manage relationships with High Net-Worth Individuals (HNWIs) and Ultra High Net-Worth Individuals (UHNWIs), ensuring personalized financial solutions. Investment Advisory : Provide research-based advice on Mutual Funds, Portfolio Management Services (PMS), Structured Products, and Insurance. Portfolio Management : Monitor and adjust client portfolios to align with their financial goals and market conditions. Business Development : Develop strategies to expand the client base and increase Assets Under Management (AUM). Client Engagement : Conduct regular meetings (both virtual and in-person) to review client portfolios and provide updates. Market Research : Stay updated on market trends and investment opportunities to offer informed advice. Compliance & Reporting : Ensure adherence to regulatory requirements and prepare regular reports on client portfolios and performance. Qualifications & Skills Education : Bachelors degree in Finance, Economics, Business Administration, or related field. An MBA or certifications like CFP or CFA is a plus. Experience : 5–10 years in wealth management or financial advisory roles, with a proven track record in managing HNI/UHNI clients. Technical Skills : Proficiency in financial planning tools, Microsoft Excel, and PowerPoint. Familiarity with CRM software is advantageous. Soft Skills : Excellent communication and interpersonal skills. Strong analytical and problem-solving abilities. Ability to work independently and as part of a team. High level of integrity and professionalism.

Role & responsibilities 1. Monitor market trends and ensure proper margin utilization for proprietary trades. 2. Limit Allocation process - During the Day & RMS BOD PROCESS: XTS Symphony/ ODIN Pro/Greek/ N PRIME 3.Tracking MTM and margin utilisation of Dealers / Group of Clients 4.Use and manage trading platforms and risk management software such as ODIN, GREEK, and SYMPHONY. 5. Knowledge products like Proprietary , Exchange settlement process and Limit allocation & Risk analysis 6..Resolve margin and order-related queries promptly. 7.Possess comprehensive knowledge of capital markets, derivatives, and algorithmic trading products. 8. New Dealer creation and CTCL creation of PRO

Role & responsibilities Job Title: ASP.NET Developer Location: Mumbai, Maharashtra Job Type: Full-time Job Overview: We are seeking a talented and experienced ASP.NET Developer to join our team. As an ASP.NET Developer, you will be responsible for designing, developing, and maintaining web applications using the ASP.NET framework. This role offers an opportunity to work on exciting projects and collaborate with a team of skilled professionals. Key Responsibilities: Design, develop, and maintain web applications using the ASP.NET framework. Collaborate with cross-functional teams to translate business requirements into technical solutions. Write clean, efficient, and maintainable code following industry best practices and coding standards. Develop user interfaces using HTML, CSS, JavaScript, and other front-end technologies. Implement backend logic and functionality using C# and ASP.NET. Ensure seamless integration between frontend and backend components for optimal performance and user experience. Design and optimize database schemas using SQL Server or other relational database management systems. Develop and maintain database queries, stored procedures, and data access layers to support application functionality. Conduct thorough testing and debugging of web applications to identify and resolve issues. Implement unit tests and integration tests to ensure the reliability and quality of code. Create technical documentation, including system design documents, user manuals, and release notes. Provide regular updates and reports on project progress, issues, and milestones to project stakeholders. Stay updated on the latest technologies, trends, and best practices in ASP.NET development. Participate in training programs, workshops, and knowledge-sharing sessions to enhance skills and knowledge. Qualifications: Bachelor's degree in Computer Science, Engineering, or a related field. Proven experience of 1-2 years in software development using ASP.NET, C#, and related technologies. Strong understanding of web development concepts, including HTML, CSS, JavaScript, and AJAX. Experience with frontend frameworks/libraries such as jQuery, Angular, or React is a plus. Proficiency in database design and SQL programming. Excellent problem-solving, analytical, and communication skills.

Role & responsibilities Job Title: Travel Desk Executive Location: Mumbai Job Type: Full-time About Us: Phillip Capital India is a leading financial services company committed to delivering exceptional service and value to our clients. As part of our dedication to excellence, we are seeking a skilled and experienced Travel Desk Manager to oversee travel arrangements and ensure the smooth operation of corporate travel services. Job Overview: The Travel Desk Executive plays a crucial role in managing all aspects of corporate travel, including booking accommodations, arranging transportation, and coordinating itineraries for employees and executives. This position requires strong organizational skills, attention to detail, and the ability to provide efficient and responsive travel support. Key Responsibilities: Coordinate travel arrangements, including flights, hotel accommodations, ground transportation, and other travel-related services for employees and executives. Ensure compliance with company travel policies and guidelines while optimizing cost-effectiveness and efficiency. Establish and maintain relationships with travel vendors, including airlines, hotels, car rental agencies, and travel management companies. Negotiate contracts, rates, and discounts to secure favorable terms for corporate travel services. Monitor and track travel expenses, including airfare, accommodation, meals, and incidentals, to ensure accuracy and adherence to budgetary guidelines. Process expense reports and reconcile travel-related expenses in a timely manner. Qualifications: Bachelor's degree in Business Administration, Hospitality Management, or a related field. Proven experience in travel management, preferably in a corporate environment. Fair understanding of travel industry practices, regulations, and trends. Excellent communication, negotiation, and interpersonal skills. Proficiency in travel management software and Microsoft Office suite. Ability to multitask, prioritize, and work under pressure in a fast-paced environment.

We are seeking a dynamic and results-oriented Assistant Vice President to lead client acquisition, revenue growth, and team management for our broking division in Delhi. The ideal candidate will have deep knowledge of equity markets, client advisory services, and regulatory compliance, along with a proven track record in sales and portfolio management. Key Responsibilities: Drive business development and client acquisition in equity and derivative segments. Manage and grow a team of relationship managers and dealers. Provide strategic investment advice to HNIs, retail, and corporate clients. Monitor client portfolios and provide timely updates and recommendations. Ensure high levels of client satisfaction and retention. Track market trends and share timely insights with clients and internal teams. Ensure compliance with SEBI and exchange regulations. Coordinate with research, compliance, and risk teams for seamless operations. Achieve monthly/quarterly revenue and brokerage targets.

Role & responsibilities Job Title-Back Office Operations Executive Role and Responsibilities: 1) NSE, BSE & FNO Trade Processing. 2) Follow Up With Custodian, Clearing House & Fund Houses To Confirm The Trades 3) Checking & Allocation Of Dividend, Rights, Bonus & All Corporate Action. 4) OFS/ OTB Process. 5) Margin Reporting 6) Daily Holding Reporting. 7) Daily Pay-in/ Payout Shortage Reporting. 8) Daily MTF Reporting To Exchange.

Roles and Responsibilities JOB DESCRIPTION:- Responsible for providing assistance, information, and support to customers regarding products or services Duties include answering inquiries, resolving issues, and ensuring customer satisfaction through effective communication and problem-solving. Contact for customers, handling a variety of interactions through different channels like phone, email, or chat. Maintaining records of customer interactions, updating customer information, and documenting resolutions for future reference. Developing a strong understanding of the company's products and services to effectively assist customers. Respond positively to customers questions in a timely manner Provide accurate information to the customer, anticipating future concerns and communicating next steps in the process effectively. Identify process improvement opportunities to ensure smooth operations for internal processes as well as from customers’ perspective Overcome customer objections via deft communication and de-escalation skills, to solve problems, instill confidence and build client brand-loyalty

Role & responsibilities Client Acquisition Manager Job: Client Acquisition (Managers/Sr-Managers/AVP & TLs) Qualification: Post Graduate Location: Mumbai, Pune Responsibilities: Client acquisition for Equity Broking & other financial/wealth products and services like - MF/PMS/Advisory/FX Advisory/NBFC/Global PMS/Global Equity/Fixed Income & Bonds/Insurance/Corporate FDs & NCDs etc. - Educate & increase awareness about PCIPL products - Follow up with own existing clients for cross sales and sustained business - Job involves multi-channel handling and multi product selling skills - Creating marketing plans and strategies for campaigns - Confident and assertive, good communication and relationship management skills is a must Job Requirement : Relevant NISM certifications, Post Graduate, good presentation & communication skills, domain knowledge of capital markets & wealth management,

Role & responsibilities Job: Sales Manager Qualification: Graduate/MBA Responsibilities: We are looking for a dynamic and results-driven Sales Manager (SM). The SM will be responsible for acquiring new clients, managing existing Sales, and offering tailored investment solutions across a range of financial products. The ideal candidate should possess excellent market knowledge, strong communication skills, and a passion for financial markets. Key Responsibilities: 1. Client Acquisition: Identify and onboard new clients through various channels such as networking, referrals, and direct outreach. Present the firms broking services and financial products to potential clients and tailor offerings to suit their needs. 2. Client Sales Management: Manage and strengthen Sales with existing clients by providing exceptional service and investment advice. Regularly review client portfolios and offer recommendations based on market trends and investment goals. 3. Investment Advisory: Provide clients with in-depth market insights and guide them on equities, derivatives, mutual funds, and other investment instruments. Assist clients with portfolio management and advise on trading strategies in line with their financial objectives. 4. Revenue Generation: Meet and exceed monthly, quarterly, and annual revenue targets by driving brokerage fees, commissions, and cross-selling financial products such as Mutual funds, Insurance, Bonds, Advisory , PMS etc. 5. Risk Management: Educate clients about market risks and trading practices, ensuring that their investments align with their risk tolerance. 6. Compliance & Documentation: Ensure compliance with regulatory requirements such as KYC, anti-money laundering (AML), and other financial regulations. Maintain up-to-date records and documentation for all client interactions and transactions. Skills & Qualifications: Strong knowledge of financial markets, trading platforms, and investment products. Excellent communication, negotiation, and interpersonal skills. Proven track record in client acquisition, Sales management, and revenue generation. Ability to work under pressure and meet revenue targets

Role & responsibilities Job-IT helpdesk Coordinator & Vendor Management Department-Networks Qualification-Graduate Location-Mumbai Experience In Years-1-5 yrs Responsibilities -To Handle & Track IT helpdesk calls . -Assist in handling Invoices. -Maintain IT inventory

Role & responsibilities Job Title: ASP.NET Developer Location: Mumbai, Maharashtra Job Type: Full-time Job Overview: We are seeking a talented and experienced ASP.NET Developer to join our team. As an ASP.NET Developer, you will be responsible for designing, developing, and maintaining web applications using the ASP.NET framework. This role offers an opportunity to work on exciting projects and collaborate with a team of skilled professionals. Key Responsibilities: Design, develop, and maintain web applications using the ASP.NET framework. Collaborate with cross-functional teams to translate business requirements into technical solutions. Write clean, efficient, and maintainable code following industry best practices and coding standards. Develop user interfaces using HTML, CSS, JavaScript, and other front-end technologies. Implement backend logic and functionality using C# and ASP.NET. Ensure seamless integration between frontend and backend components for optimal performance and user experience. Design and optimize database schemas using SQL Server or other relational database management systems. Develop and maintain database queries, stored procedures, and data access layers to support application functionality. Conduct thorough testing and debugging of web applications to identify and resolve issues. Implement unit tests and integration tests to ensure the reliability and quality of code. Create technical documentation, including system design documents, user manuals, and release notes. Provide regular updates and reports on project progress, issues, and milestones to project stakeholders. Stay updated on the latest technologies, trends, and best practices in ASP.NET development. Participate in training programs, workshops, and knowledge-sharing sessions to enhance skills and knowledge. Qualifications: Bachelor's degree in Computer Science, Engineering, or a related field. Proven experience of 1-2 years in software development using ASP.NET, C#, and related technologies. Strong understanding of web development concepts, including HTML, CSS, JavaScript, and AJAX. Experience with frontend frameworks/libraries such as jQuery, Angular, or React is a plus. Proficiency in database design and SQL programming. Excellent problem-solving, analytical, and communication skills.

Role & responsibilities Job Title: Associate / Senior Associate Securities Settlements Location: Mumbai, India Department: Operations Securities Settlements Role Overview We are seeking a mid-level professional to join our Securities Settlements team. The role involves managing end-to-end settlement of equity and debt market products, including corporate bonds, government securities, IPOs, and buybacks. The candidate will be responsible for ensuring accurate and timely settlements, reconciliations, and compliance with regulatory requirements, while coordinating with depositories, exchanges, clearing corporations, custodians, and internal teams. Key Responsibilities Equity & Derivatives Settlements Execute daily pay-in and pay-out of securities and funds for equity cash and derivatives transactions. Monitor settlement obligations released by clearing corporations (NSCCL, ICCL, NCL, etc.). Track shortages, securities lending/borrowing (SLB) requirements, and resolve breaks before settlement deadlines. Debt & Bond Settlements Manage settlement of corporate bonds, government securities, treasury bills, and repo/reverse repo trades. Coordinate with depositories (NSDL/CDSL) and custodians for confirmations and execution. Handle settlements of buybacks, tender offers, and open market debt repurchase transactions. Reconcile bond trade confirmations with counterparties and resolve mismatches. Corporate Actions & Special Settlements Process settlement of IPO allocations, rights issues, and OFS transactions. Manage settlement of buyback tenders and related obligations. Ensure corporate action adjustments are reflected accurately in settlement positions. Reconciliations & Controls Perform daily reconciliations between exchange/clearing data, depository statements, and back-office records. Monitor securities and funds balances to ensure availability for settlement. Investigate and resolve exceptions, shortages, or mismatches within cut-off timelines. Risk Management & Compliance Identify and escalate potential settlement risks promptly to management. Ensure adherence to SEBI, RBI, and exchange regulations for all settlement activities. Maintain complete audit trails and support internal/external audits and inspections. Stakeholder Coordination Liaise with internal teams (Risk, Treasury, Compliance, Front Oice) to ensure smooth settlement. Coordinate with exchanges, clearing corporations, depositories, custodians, and counterparties to resolve settlement disputes. Process Improvement Suggest and implement improvements in settlement processes to increase efficiency and reduce operational risk. Participate in system enhancements, UAT testing, and automation initiatives for settlement workflows. Qualifications & Skills • Graduate/Postgraduate in Commerce, Finance, or related field. • 3-6 years of experience in securities settlements within a broking firm, custodian, or financial institution. • Strong knowledge of NSDL/CDSL operations, clearing corporations, and settlement cycles. • Hands-on experience in bond/debt settlements, IPOs, and buybacks. • Proficiency in MS Excel and settlement/clearing applications. • Excellent problem-solving, coordination, and communication skills. • Ability to work under pressure and meet stringent settlement timelines.

Role & responsibilities Job Title: MS SQL Programmer Location: Mumbai Experience: 25 years Job Description: We are seeking an MS SQL Programmer to design, develop, and optimize SQL Server databases. The role involves writing complex T-SQL queries, stored procedures, and ensuring high performance of database-driven applications. Key Responsibilities: • Develop and maintain T-SQL scripts, stored procedures, triggers, and functions • Optimize queries and database objects for performance & scalability • Collaborate with developers for database design and integration • Perform data analysis and provide ad-hoc reports • Ensure data integrity, security, and compliance Required Skills: • 25 years of experience in MS SQL Server • Strong knowledge of T-SQL programming & query optimization • Good understanding of database design, indexing, and normalization • Experience with SSIS/ETL (preferred) • Strong analytical and problem-solving skills

Role & responsibilities Senior Database Administrator (DBA) We are seeking an experienced SQL Server Database Administrator to join our team. In this role, you will be leading exciting projects to modernize legacy systems and design databases for future applications, while also managing and maintaining our SQL Server databases. Youll work closely with developers, IT, and business teams to ensure our data systems are secure, efficient, and ready for growth. Key Responsibilities Design, implement, and maintain secure, scalable, and highly available database solutions (e.g., SQL Server, PostgreSQL, MySQL) Monitor and optimize database performance through indexing, query tuning, and storage management Lead database capacity planning, disaster recovery strategy, and backup/restore processes Implement and enforce database security controls including encryption, access controls, and auditing Collaborate with development, DevOps, and infrastructure teams to support software releases and schema changes Automate routine database operations using scripting and infrastructure-as-code tools Manage and troubleshoot replication, clustering, and failover configurations Maintain documentation, procedures, and standards for database systems Evaluate new database technologies and make recommendations for adoption. Qualifications Bachelors degree in Computer Science, Information Systems, or a related field 7+ years of hands-on experience in database administration, design, and performance tuning Expertise in SQL Server, with working knowledge of other RDBMS (PostgreSQL, Oracle, MySQL) Strong proficiency in T-SQL, stored procedures, and performance analysis tools Commented [SVK1]: Added Experience with HA/DR solutions (e.g., Always On Availability Groups, Log Shipping, Replication) Solid understanding of database security, compliance (e.g., PII, PCI), and role-based access control Proficient in automation scripting (e.g., PowerShell, Python, or Bash) Familiarity with CI/CD pipelines and integrating DB changes into DevOps workflows Experience in cloud-based database platforms (e.g., Azure SQL, AWS RDS) is a strong plus Excellent problem-solving skills and ability to work independently and in a team setting Experience with database monitoring tools (e.g., Redgate, SolarWinds) preferred Knowledge of NoSQL systems (e.g., Cosmos DB, MongoDB, Redis) is a plus. Familiarity with regulatory requirements in the financial services industry

Role & responsibilities Job Profile As a Digital Marketing Executive, you will be responsible for planning, executing, and optimizing digital marketing strategies across various channels. You will play a key role in increasing brand awareness, driving website traffic, generating leads, and improving online engagement. Job Title: Digital Marketing Executive Key Responsibilities: Develop and manage digital marketing campaigns across SEO, SEM, email, and social media platforms. Create, curate, and manage content for all digital channels. Monitor and analyze campaign performance using tools like Google Analytics and Google Ads. Optimize website content, landing pages, and user funnels for conversion. Manage and grow social media communities on platforms such as Instagram, Facebook, LinkedIn, and X. Execute email marketing campaigns and track key performance metrics. Collaborate with internal teams (e.g., design, sales) to align on messaging and objectives. Stay current with digital trends, tools, and best practices. Prepare reports and present insights and recommendations for improvement. Qualifications & Experience A bachelor's degree in marketing, business, or a related field provides a solid foundation for digital marketing studies. Minimum 2 years of experience in digital marketing. Strong understanding of SEO, Google Ads, Meta Ads, email marketing, and content marketing.

Role & responsibilities Job Title: PMS (Portfolio Management Services) Manager Location: Mumbai Job Type: Full-time About Us: PhillipCapital India is a reputable financial services firm specializing in Portfolio Management Services (PMS). We are dedicated to providing customized investment solutions and exceptional service to our clients. Job Overview: We are seeking a proactive and results-driven PMS Manager to join our team. The Manager will be responsible for identifying, acquiring, and onboarding new clients for our Portfolio Management Services, as well as maintaining strong relationships with existing clients. Key Responsibilities: Develop and implement strategic plans for acquiring new clients for PMS, including high-net-worth individuals, institutions, and corporate clients. Identify target markets, segments, and prospects through market research, networking, and lead generation activities. Build and maintain a pipeline of potential clients, tracking leads, opportunities, and conversion rates. Conduct client meetings, presentations, and consultations to understand their investment objectives, risk tolerance, and financial needs. Customize investment proposals and solutions based on client requirements, showcasing the value proposition of our PMS offerings. Address client inquiries, concerns, and objections, providing clear and transparent information to facilitate decision-making. Cultivate strong relationships with clients, regular updates, and personalized service. Collaborate with investment advisors, portfolio managers, and internal teams to deliver tailored investment strategies and solutions aligned with client goals. Act as a primary point of contact for clients, ensuring a positive client experience and resolving issues or escalations as needed. Meet or exceed targets, revenue goals, and business growth objectives for PMS client acquisition and retention. Qualifications: Bachelor's degree in Business, Finance, Economics, or a related field. Master's degree or professional certifications. Proven experience in client acquisition, business development, or sales roles within the financial services industry, with a focus on wealth management or portfolio management services. Sound understanding of investment products, financial markets, and regulatory frameworks. Excellent communication, presentation, and negotiation skills. Demonstrated ability to build relationships, influence decision-makers, and drive revenue growth.

Role & responsibilities Job Title- Fund Manager Private Equity & Venture Capital Location Mumbai , Maharashtra About the Role: Were seeking Fund Manager with minimum 3 years of investment experience to drive deal sourcing, diligence, and portfolio operations within our PE/VC fund Key Responsibilities: - Source, evaluate, and structure investments. - Conduct due diligence & prepare investment memos. - Manage portfolio monitoring and performance reporting. - Support fund operations, accounting, and LP communications. - Coordinate with external administrators and vendors. - Mentor junior team members. Requirements: - Bachelor’s degree; MBA/CFA/CA preferred. - At least 3 years in PE, VC, IB, or M&A. - Strong modeling and analytical skills. - Familiarity with fund operations and accounting. - Excellent communication and collaborative skills. Why Join Us: - Opportunity to work on end-to-end investment cycles. - Exposure to diverse sectors and portfolio strategies. - MNC firm with growth-oriented and entrepreneurial environment.

Role & responsibilities Job Description: Personal Loan Recovery Manager Position Overview We are seeking a highly motivated and result-oriented Personal Loan Recovery Manager to lead and manage recovery efforts for overdue and defaulted personal loan accounts. The ideal candidate will have strong negotiation skills, knowledge of regulatory guidelines, and the ability to manage both customers and teams effectively while ensuring compliance with fair recovery practices. Key Responsibilities Monitor delinquent personal loan accounts and strategize recovery actions. Contact borrowers through phone calls, field visits, and written communication to negotiate repayments. Design and implement repayment plans, restructuring, or settlement agreements when applicable. Ensure adherence to RBI guidelines, company policies, and ethical recovery practices. Liaise with legal teams to initiate recovery through arbitration, notices, or court proceedings. Lead and supervise recovery officers/field agents, providing guidance and training. Prepare and maintain MIS reports on overdue accounts, collections, and recovery progress. Analyze delinquency trends and recommend improvements to reduce NPAs (Non-Performing Assets). Qualifications & Skills Bachelors degree in Finance, Commerce, Business Administration, or related field. (MBA preferred) 4–8 years of experience in loan recovery/collections, preferably in NBFCs or Banks. Strong knowledge of personal loan products and RBI recovery regulations. Excellent communication, persuasion, and interpersonal skills. Ability to manage teams and handle high-pressure situations. Strong analytical and reporting skills with proficiency in MS Excel/CRM tools. Key Performance Indicators (KPIs) Recovery percentage against assigned targets. Reduction in delinquency ratio and NPAs. Efficiency in settlement and restructuring cases. Compliance with legal and regulatory requirements. Customer feedback and reduction in complaints. Work Location Mumbai (with travel required for field visits/branch coordination)

Role & responsibilities Key Responsibilities: Develop, write and deliver persuasive copy for the website, blogs, email marketing campaigns, sales collateral and videos. Simplify intricate financial and stock market concepts and economic activities for our readers. Conducting thorough research on industry-related topics, generating ideas for new content types and proofreading articles before publication. Brainstorm, research, and contribute ideas for content that is of interest to the target audience. Translate technical market analysis into clear, engaging articles, infographics, newsletters and social posts so that users can act on our ideas with confidence. Utilize keyword research and SEO strategies to enhance online visibility and ranking in search results. Edit and proofread content to ensure grammatical accuracy, style consistency, and alignment with brand guidelines and regulatory guidelines. Keep up-to-date with best practices in writing for the web, social media trends, web usability, web design, and business/industry trends. Coordinate with various departments to write appropriate content. Skills & Qualifications: A bachelor's/ Master's degree in Finance/communication A strategic thinker with 3+ years of content writing experience in financial services or B2B Proven work experience in writing finance content A storyteller who turns complex market research into clear, engaging narratives Excellent writing, editing, and proofreading skills with a keen eye for detail. Strong knowledge of SEO principles: keyword placement, on-page SEO, and basic SEO maintenance. Excellent verbal and written communication skills. Strong time management, self-motivation, and ability to handle multiple projects and meet deadlines in a fast-paced environment.