PhillipCapital is a global financial services group headquartered in Singapore, providing a broad spectrum of financial services including brokerage, investment advisory, and wealth management.
Mumbai
INR 3.0 - 5.0 Lacs P.A.
Work from Office
Full Time
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.
Ludhiana
INR 6.0 - 10.0 Lacs P.A.
Remote
Full Time
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.
Mumbai
INR 3.0 - 5.0 Lacs P.A.
Work from Office
Full Time
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
Mumbai
INR 5.0 - 7.0 Lacs P.A.
Work from Office
Full Time
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.
Mumbai
INR 4.0 - 7.0 Lacs P.A.
Work from Office
Full Time
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.
Noida, New Delhi, Gurugram
INR 8.0 - 12.0 Lacs P.A.
Work from Office
Full Time
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.
Mumbai
INR 3.0 - 5.0 Lacs P.A.
Work from Office
Full Time
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.
Mumbai
INR 2.0 - 4.0 Lacs P.A.
Work from Office
Full Time
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
Mumbai, Pune
INR 5.0 - 15.0 Lacs P.A.
Work from Office
Full Time
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,
Kolhapur, Mumbai
INR 5.0 - 10.0 Lacs P.A.
Work from Office
Full Time
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
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