Phillipcapital- Senior/Relationship Manager

7 days ago

Mumbai, Maharashtra, India Nexthire Full time ₹ 6,00,000 - ₹ 18,00,000 per year

Job Description

About the Company:

PhillipCapital (India) Pvt. Ltd.

[])

PhillipCapital India is part of the PhillipCapital Group, a leading financial services firm headquartered in Singapore with a global presence in 15 countries. In India, we provide a full spectrum of financial products and services including equity broking, commodity trading, currency trading, portfolio management, mutual funds, research, and investment advisory, catering to a wide base of retail, HNI, and institutional clients.

Position:

  • Senior Relationship Manager – Equity Broking
  • Relationship Manager – Wealth Management

Department: Distribution

Location: Andheri East, Mumbai

Role Summary:

We are seeking dynamic, self-driven professionals to strengthen our Distribution team. The selected candidates will manage and expand our High Net Worth Individual (HNI) and Ultra HNI client base by providing customized financial solutions across a comprehensive suite of products. You will play a critical role in revenue growth, client retention, and brand enhancement for PhillipCapital.

Key Responsibilities

  • Develop, nurture, and manage relationships with HNI and UHNI clients.
  • Offer a wide range of financial products including Equities & Derivatives, Structured Products, Mutual Funds, PMS, Insurance, Bonds, and more.
  • Provide personalized investment advisory services, portfolio reviews, and goal-based financial planning.
  • Actively acquire new clients through referrals, networking, and cold calls.
  • Achieve assigned revenue and business targets consistently.
  • Ensure compliance with SEBI regulations, KYC/AML norms, and company policies.
  • Prepare and deliver market insights, investment strategies, and product presentations to clients.
  • Liaise with internal teams for seamless client onboarding, service, and transaction processing.

Candidate Requirements:

Industry Background:

Minimum 3 years of experience in Equity Broking, Wealth Management, Private Banking, or Investment Advisory.

Previous experience with brokerage firms, banks (wealth divisions), or boutique wealth management companies preferred.

Client Management:

  • Proven expertise in handling HNI/UHNI clients with portfolios of ₹25 lakh and above.
  • Hands-on experience with portfolio management, asset allocation, and financial goal planning.
  • Sales and Business Development:
  • Strong track record in client acquisition, networking, and generating new business.
  • Experience using referrals, cold calls, and other channels for business growth.

Product Knowledge:

  • Solid understanding and advisory experience across Equities, Derivatives, Structured Products, Mutual Funds, PMS, Insurance, Bonds, etc.
  • Awareness of taxation, risk profiling, and suitability of financial products.

Regulatory & Compliance:

  • Good knowledge of SEBI guidelines, KYC/AML norms, and other regulatory compliance.

Soft Skills:

  • Excellent communication, presentation, and interpersonal skills.
  • Professional, ethical, and trustworthy conduct.
  • Goal-oriented, self-motivated, and able to work independently.

Technical Skills (Desirable):

  • Familiarity with trading platforms like NSE NOW, ODIN, Bloomberg.
  • Knowledge of CRM tools, digital onboarding platforms, market research tools, and portfolio trackers.

  • Senior Relationship Manager

    1 week ago

    Mumbai, Maharashtra, India CSB Bank Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Senior Relationship Manager - FIG & PSU| Mumbai 1. To manage the Securitization Product (PTCs and DA), draw up process, policies and manuals of the department. Provide customer service both internal and external stakeholders. Ensure RBI and internal compliance matrixes are adhered to. Build a profitable portfolio. Build relationship with all kinds of...

  • Senior Relationship Manager

    2 weeks ago

    Mumbai, Maharashtra, India Kean Construction Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    Job Title: Sr. Relationship Manager ManagerLocation: Sion, Mumbai, MaharashtraDepartment: Trading, Asset & Wealth Management.Company: Land infrastructure Development (LID)Key Responsibilities:Short terms & Long Terms Speculation, Future (put) & Options (call)Maintain Relationship with the clients.Stock Market & Trade Skill.Cross Selling of the investment...

  • Senior Relationship Manager

    2 weeks ago

    Mumbai, Maharashtra, India Kean Construction Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Job Title: Sr. Relationship Manager ManagerLocation: Sion, Mumbai, MaharashtraDepartment: Trading, Asset & Wealth Management.Company: LID INFRA LLPKey Responsibilities:Short terms & Long Terms Speculation, Future (put) & Options (call)Maintain Relationship with the clients.Stock Market & Trade Skill.Cross Selling of the investment Products (MF, SIP,...

  • Senior Manager

    5 days ago

    Mumbai, Maharashtra, India Brookdale Senior Living Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Sub-DepartmentMarketing | Performance MarketingJob posted onSep 17, 2025Employee TypePermanentExperience range (Years)8 years - 14 yearsFunctional AreaMaster Team NameAbout Emeritus & Daskalos:Emeritus is redefining global education by making high-quality learning accessible and affordable for individuals, companies, and governments. Through partnerships...

  • Relationship Manager

    2 weeks ago

    Mumbai, Maharashtra, India ProHreach Hiring Solution Full time ₹ 25,00,000 - ₹ 50,00,000 per year

    Job Title: Senior Relationship Manager- Wealth Management SolutionsKey Responsibilities:● Client Acquisition & Relationship Management: Build and manage relationships with family offices, UHNIs.● Investment Advisory & Product Distribution: Offer expert advisory on MFs, AIFs, PMS, REITs, and INVITs within a ₹5 Cr - ₹50 Cr ticket size range.●...

  • Relationship Manager

    7 days ago

    Mumbai, Maharashtra, India Kotak Mahindra Bank Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Relationship Manager-Conglomerates and Corporate Groups-Regional sales Position / Job Title (Proposed) CCG - Relationship Manager Designation Senior Manager Function Corporate Banking-SalesSegmentWholesale BankDivisionWholesale BankGradeM4Reporting To Regional Manager- CCGLocationMumbai Job Role:Assist Relationship Manager in managing client...

  • Senior Relationship Manager – Wealth Management_ Pune

    3 days ago

    Mumbai, Maharashtra, India Scripbox Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    We are seeking a dynamic and client-focusedSeniorRelationship Managerwith 6–8 years of experience in financial services, wealth management, or private banking. The Sr RM will be responsible for building and managing client relationships, providing customized investment solutions, and ensuring superior client service to achieve business growth.Job...

  • Senior Relationship Manager

    1 week ago

    Mumbai, Maharashtra, India Kotak Mahindra Bank Full time ₹ 12,00,000 - ₹ 24,00,000 per year

    Sr. Relationship Manager-Business Banking-Affluent-AFFLUENT-Relationship ManagerRelationship Manager - Branch Banking JOB ROLE:Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to...

  • Relationship Manager

    2 weeks ago

    Mumbai, Maharashtra, India 4S Advisory Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Responsibilities: Cultivate and maintain strong, long-term relationships with HNI clients, becoming their trusted advisor on all financial matters. Provide comprehensive wealth management services, encompassing a broad range of financial products and strategies, including:o Direct equitieso Portfolio Management Services (PMS)o Alternative Investment Funds...

  • Relationship Manager

    1 week ago

    Mumbai, Maharashtra, India Abacus Consultants Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Role: Relationship ManagerKey Responsibilities:• Source new customers for LAP through DSA (Direct Selling Agents)• Achieve assigned sales targets for disbursal volume and revenue.• Identify high-potential markets and customer segments• Understand customer requirements and suggest appropriate LAP products and structures.• Guide customers through the...