Senior Relationship Manager Stock Broking for Sales & Client Acquisition

Company Description

PhillipCapital (India) Pvt. Ltd. is an investment banking company based in Mumbai, India. PhillipCapital is known for providing financial services and investment solutions to its clients. With a focus on stock broking, the company offers diverse services tailored to meet various investment needs.

Role Description

This is a full-time on-site role for a Senior Relationship Manager in Stock Broking for Sales & Client Acquisition. The role is based in Mumbai. The Senior Relationship Manager will be responsible for identifying and acquiring new clients, managing client relationships, providing investment advice, and ensuring client satisfaction. Daily tasks include conducting market research, analyzing client portfolios, maintaining client records, and achieving sales targets. The role requires regular client meetings, both on-site and off-site, along with coordinating with internal teams.

Qualifications

• Client Acquisition and Relationship Management skills
• Investment Advisory and Financial Analysis skills
• Sales and Business Development skills
• Strong communication, negotiation, and interpersonal skills
• Excellent understanding of stock broking and financial markets
• Ability to work independently and meet sales targets
• Experience in an investment banking or stock broking environment is preferred
• Bachelor's degree in Finance, Business, Economics, or related field; advanced degree or certifications such as CFA or CFP is a plus