Job Description

Key Responsibilities and Accountabilities & Client Acquisition & Relationship Management

Acquire New Clients:

Proactively prospect and acquire new

HNI and Institutional clients

through direct outreach, referrals, networking, and industry channels, focusing on broking and trading clients.

Build Strong Relationships:

Establish and maintain robust, long-lasting relationships with existing clients, serving as their primary point of contact for all financial and investment needs.

Client Understanding:

Conduct thorough financial goal planning and risk profiling to understand clients' investment needs, risk appetite, and financial objectives.

Client Retention:

Focus on client satisfaction and service delivery to ensure high client retention rates.
Sales and Advisory Services

Investment Advisory:

Provide personalized, timely, and strategic investment advice across PhillipCapital's suite of products.

Product Expertise:

Offer comprehensive solutions in

Equity, Derivatives, Commodities, Mutual Funds, Portfolio Management Services (PMS), Bonds, Structured Products,

and other financial instruments.

Cross-Selling:

Proactively identify opportunities to cross-sell and up-sell the company's broking and investment solutions to maximize revenue potential.

Market Analysis:

Monitor market developments and deliver relevant market insights and research-backed investment strategies to clients.

Portfolio Management:

Manage and review client portfolios according to their investment preferences and asset allocation strategies.
Business and Target Achievement

Target Achievement:

Consistently meet and exceed assigned

business targets

related to client acquisition,

Assets Under Management (AUM)

growth, and

revenue generation

.

Reporting:

Prepare and deliver regular reports on business performance and client engagement activities.
? Qualifications and Skills Required

Experience:

Typically,

3 to 7+ years

of relevant experience in a Broking Firm, Wealth Management, Private Banking, or Financial Services organization, with significant exposure to

Capital Markets trading

and

HNI client acquisition

.

Education:

A Graduate degree in Finance, Commerce, Business Administration, or a related field is often preferred. An MBA or other relevant certifications (e.g., CFA, CFP) is a strong advantage.

Mandatory Certifications:

NISM Series VII (Equity Derivatives) and Series VIII (Equity Certification)

or equivalent certifications as mandated by SEBI are typically required.

Skills:

Proven track record in successful

HNI/Institutional client acquisition

and management. In-depth

product knowledge

across all capital market segments. Exceptional

communication, presentation, and negotiation skills

. Strong

analytical abilities

and a good understanding of market trends.

Target-driven, self-motivated

, professional, and able to work independently.
Job Types: Full-time, Permanent

Pay: ?500,000.00 - ?1,500,000.00 per year

Work Location: In person