Relationship Manager

Job Summary:

PhillipCapital India is looking for a dynamic, result-oriented, and client-focused Relationship Manager to join our Capital Markets team in Mumbai. The ideal candidate will be responsible for acquiring new clients, managing portfolios, providing investment advisory, and driving revenue growth through client engagement and cross-selling of capital market products.

Key Responsibilities:

Client Acquisition & Relationship Management

• Acquire new clients through personal network, referrals, leads, and direct outreach.
• Develop and maintain strong long-term relationships with existing clients.
• Understand client goals, risk profile, and investment preferences to provide suitable solutions.
• Conduct periodic portfolio reviews and proactively advise clients on rebalancing strategies.

Trading & Investment Advisory

• Assist clients in placing and executing trades in equities, derivatives, IPOs, mutual funds, and other market instruments.
• Share actionable market insights, research-backed trading ideas, and investment recommendations.
• Educate clients on platforms, tools, and market trends to enhance engagement and self-trading capabilities.

Revenue Generation & Business Growth

• Meet or exceed monthly revenue targets through brokerage, product cross-sales, and increased client trading activity.
• Achieve KPIs related to client acquisition, AUM growth, active client ratio, and product penetration.

Product Knowledge & Upskilling

• Stay updated on market developments, investment products, and regulatory changes.
• Collaborate with research, product, and operations teams to enhance client offerings and experience.

Key Skills & Competencies:

• Strong knowledge of equity markets, derivatives, and wealth products.
• Excellent communication, persuasion, and relationship management skills.
• Ability to analyse client needs and provide strategic investment advice.
• Comfortable working in a target-driven environment.

Compensation & Benefits:

• Fixed salary + performance-based incentives
• Annual bonus
• Professional development opportunities

Work Location:

In-office – Mumbai, Maharashtra