Verified Job
Accounting - Finance
Senior Relationship Manager – Financial Solution Group
Accounting - Finance
#714384
Remote / WFH
Job Description
We are seeking high-performing professionals from Wealth Desks of Banks, NBFCs, or Wealth Management firms to drive the distribution and advisory of PhillipCapital’s extensive product suite. The ideal candidate will leverage their 5+ years of experience to manage and grow a portfolio of High-Net-Worth Individuals (HNIs) and Corporate clients.
Key Responsibilities
• Product Distribution & Advisory: Actively sell and advise on a comprehensive "Product Basket" including:
• Equity: Cash, F&O, Unlisted Shares (Special Opportunities), and International Equities.
• Fixed Income: Primary and Secondary Market NCDs, Listed Bonds, RBI Bonds, and Corporate FDs
• Managed Portfolios: Alternative Investment Funds (AIF) including Inbound/Outbound via GIFT City, and various Portfolio Management Services (PMS) like Phillip Signature, Emerging India, and Ethical India Portfolios.
• Insurance & Mutual Funds: Life and General Insurance products along with a curated list of Mutual Funds across Large, Mid, and Small-cap categories.
• Global Market Access: Facilitate client investments in global exchanges through PhillipCapital Dubai, offering products like Structured Notes, Bonds, Equities and Exchange Traded Derivatives.
• Client Relationship Management: Provide personalized experiences and tailored guidance to help clients reach their financial goals.
• Platform Advocacy: Onboard and train clients on the Phillip * trading platform, highlighting its advanced features like technical charts, option analytics, and single-login access to all segments.
• Portfolio Review: Utilize PhillipCapital’s research depth—covering 160+ companies across 14 sectors—to provide timely market insights and perform regular portfolio rebalancing.
Required Qualifications & Skills
• Education: Strong academic background in Finance (MBA, CA, CFA preferred).
• Experience: Minimum 5 years of proven experience in a Wealth Desk role within a Bank, NBFC, or specialized Wealth Management firm.
• Market Knowledge: Deep understanding of Indian capital markets (NSE, BSE, MCX) and familiarity with global investment avenues.
• Product Expertise: Practical experience in selling PMS, AIF, Bonds, and Structured Products.
• Relationship Skills: Exceptional networking and communication skills with an existing HNI/Ultra-HNI client base.
• Technical Proficiency: Ability to navigate and demonstrate digital trading platforms and analytical tools.
What We Offer
• Access to a global institutional-grade framework for client servicing.
• A diverse product palette ranging from traditional equities to sophisticated global derivatives and GIFT City opportunities.
• Strong backend support from a dedicated research team and a robust client servicing desk.
Key Responsibilities
• Product Distribution & Advisory: Actively sell and advise on a comprehensive "Product Basket" including:
• Equity: Cash, F&O, Unlisted Shares (Special Opportunities), and International Equities.
• Fixed Income: Primary and Secondary Market NCDs, Listed Bonds, RBI Bonds, and Corporate FDs
• Managed Portfolios: Alternative Investment Funds (AIF) including Inbound/Outbound via GIFT City, and various Portfolio Management Services (PMS) like Phillip Signature, Emerging India, and Ethical India Portfolios.
• Insurance & Mutual Funds: Life and General Insurance products along with a curated list of Mutual Funds across Large, Mid, and Small-cap categories.
• Global Market Access: Facilitate client investments in global exchanges through PhillipCapital Dubai, offering products like Structured Notes, Bonds, Equities and Exchange Traded Derivatives.
• Client Relationship Management: Provide personalized experiences and tailored guidance to help clients reach their financial goals.
• Platform Advocacy: Onboard and train clients on the Phillip * trading platform, highlighting its advanced features like technical charts, option analytics, and single-login access to all segments.
• Portfolio Review: Utilize PhillipCapital’s research depth—covering 160+ companies across 14 sectors—to provide timely market insights and perform regular portfolio rebalancing.
Required Qualifications & Skills
• Education: Strong academic background in Finance (MBA, CA, CFA preferred).
• Experience: Minimum 5 years of proven experience in a Wealth Desk role within a Bank, NBFC, or specialized Wealth Management firm.
• Market Knowledge: Deep understanding of Indian capital markets (NSE, BSE, MCX) and familiarity with global investment avenues.
• Product Expertise: Practical experience in selling PMS, AIF, Bonds, and Structured Products.
• Relationship Skills: Exceptional networking and communication skills with an existing HNI/Ultra-HNI client base.
• Technical Proficiency: Ability to navigate and demonstrate digital trading platforms and analytical tools.
What We Offer
• Access to a global institutional-grade framework for client servicing.
• A diverse product palette ranging from traditional equities to sophisticated global derivatives and GIFT City opportunities.
• Strong backend support from a dedicated research team and a robust client servicing desk.
