Asst. Manager – Fixed Income Sales

3 weeks ago


Mumbai, India PhillipCapital India Full time

Qualification: Graduate / Post Graduate / NISM-Series V-A


Experience in Years: 1- 3 years, Any particular industry background: Financial Services


Role and Responsibilities

  • 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.
  • Handholding Partners to close bond transactions and generate referral income for them.
  • Completing the empanelment process with entities who want to work with us as Referral Partners.
  • Prepare a calling sheet to touch base with Partners on a defined frequency and share fixed-income investment ideas.
  • Handling Partners’ inquiries related to bonds and transactions.


Skills, Qualifications & Experience

  • Minimum education requirement –Post graduation shall be preferable
  • Minimum 1-2 years experience as a Relationship manager with prior experience in the acquisition of clients and their servicing on an ongoing basis.
  • Should be proficient in some regional language e.g. Marathi, Gujarati, Kannada, Tamil
  • Should have required NISM certification
  • Strong communication skills
  • Good Team player




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