Type: Full Time Location: MUMBAI Description:
Company Name : PhillipCapital India
Experience Level : 3-5 years
Industry : Financial Services
Application Deadline : 05-11-2026
About the Company : PhillipCapital is an integrated Asian financial house founded in 1975, headquartered in Singapore, with a global presence across 15 countries.
We serve over 1.5 million clients worldwide with Assets Under Management (AUM) exceeding USD 65 billion. PhillipCapital India is a diversified financial intermediary offering a wide array of services including brokerage, advisory, and wealth management to HNI, institutional, and retail clients.
Website : www.phillipcapital.in
Job Summary : Manage and develop relationships with wealth management partners, MFDs, RIAs, and independent advisors to drive fixed income investment opportunities and partner engagement.
Who Should Apply : Graduates with 3–5 years of relationship management experience, strong communication skills, relevant NISM certifications, and the ability to build and manage partner relationships effectively.
Responsibility
- Reaching out to Wealth Management Firms, MFDs, RIAs and Independent Advisors to work with us as Referral Partners for showcasing Fixed Income opportunities to their clients
- Connect with partners on a regular basis to share fixed income investment ideas
- Coordinating for fulfilment of inquiries related to trades received from partners
- Work towards completion of defined KRA's
Requirement
- Minimum education requirement Graduation. Post-graduation shall be preferred
- Minimum 3-5 years experience as a Relationship Manager with prior experience of acquisition of clients and servicing on an ongoing basis
- Should be proficient in some regional languages
- Good team player
- Should have Required NISM certifications
Salary Range : 5LPA-15LPA
Hiring Manager Details
[Confidential Information]
