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Financial Solution Manager

Phillip Capital India Pvt. Ltd.

Mumbai , Mumbai suburban , Mumbai City | In-office
Full-time-Permanent
0 - 5 Years
 ₹  3 Lakh - 6 Lakh
BFSI, Investments & Trading

Employer is no longer accepting applications for this Job


Posted on :  Apr 6, 2024

Applicants : 86

Vacancies :

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Job Description

  • Financial Solution Manager who provide a solution to the customers, acquires new business
  • Knowledge of financial products like Equity, Derivatives, Commodities, Fixed Income,   Mutual Funds ,Insurance  Forex, etc. required
    Connect & develop relationships with key stake holders in the capital market like FPIs, HNIs, HFTs ,Fund Houses, Affluent customer & retail customers. Accountable for achieving monthly revenue targets
  • Represent the company at both international and local trade fair ,marketing stalls, exhibitions and support the organization in such marketing events
    Work closely with our Channel Partners like IBs, Custodians & other distributors to formulate strategies and campaigns to increase business revenue.
  • Work closely with other internal departments including compliance, back office and top management. 
  • Will be involved into Relationship Building & Management with the customer for Sales & Services of Financial Products of Phillip Capital
  • To manage customers  through client visits & provide Financial / Investment Advisory, Develop new relations through referencing & other sources.
  • To generate leads and act as a productive resource by meeting targets thereby ensuring the fulfilment of budgetary expectations of the organization

Education

Any Graduate

Work Mode

In-office

Key Skills

Strategic and analytical skills problem solving communication Relationship Building

About the company

Recruiter's Details

Phillip Capital India Pvt. Ltd.

PhillipCapital is an integrated financial house with global presence in 15 countries. We believe information technology and distribution are our core competencies in the provision of financial services.

Profile:

  • Established in 1975
  • Started operation as a financial services company, Phillip Securities, at the time of inception
  • Offers a full range of quality and innovative services to retail and high net worth individuals, family offices, corporate and institutional customers.
  • Assets Under Management worldwide more than USD 50 Billion
  • Shareholder's funds in excess of USD 1.5 Billion
  • Over 1 Million clients worldwide
  • More than 5,000 Employees

  18th Floor, 1, Urmi Estate, 95, Ganapatrao Kadam Marg, Nagin Nagar Chawl, Lower Parel West, Lower Parel, Mumbai, Maharashtra 400013, India, Mumbai City - 400013

Pradeep Pillai

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Details

Job Description

  • Financial Solution Manager who provide a solution to the customers, acquires new business
  • Knowledge of financial products like Equity, Derivatives, Commodities, Fixed Income,   Mutual Funds ,Insurance  Forex, etc. required
    Connect & develop relationships with key stake holders in the capital market like FPIs, HNIs, HFTs ,Fund Houses, Affluent customer & retail customers. Accountable for achieving monthly revenue targets
  • Represent the company at both international and local trade fair ,marketing stalls, exhibitions and support the organization in such marketing events
    Work closely with our Channel Partners like IBs, Custodians & other distributors to formulate strategies and campaigns to increase business revenue.
  • Work closely with other internal departments including compliance, back office and top management. 
  • Will be involved into Relationship Building & Management with the customer for Sales & Services of Financial Products of Phillip Capital
  • To manage customers  through client visits & provide Financial / Investment Advisory, Develop new relations through referencing & other sources.
  • To generate leads and act as a productive resource by meeting targets thereby ensuring the fulfilment of budgetary expectations of the organization

Education

Any Graduate

Work Mode

In-office

Number of Vacancies

Key Skills

Strategic and analytical skills problem solving communication Relationship Building

About the company

Recruiter's Details


Phillip Capital India Pvt. Ltd.

PhillipCapital is an integrated financial house with global presence in 15 countries. We believe information technology and distribution are our core competencies in the provision of financial services.

Profile:

  • Established in 1975
  • Started operation as a financial services company, Phillip Securities, at the time of inception
  • Offers a full range of quality and innovative services to retail and high net worth individuals, family offices, corporate and institutional customers.
  • Assets Under Management worldwide more than USD 50 Billion
  • Shareholder's funds in excess of USD 1.5 Billion
  • Over 1 Million clients worldwide
  • More than 5,000 Employees

  18th Floor, 1, Urmi Estate, 95, Ganapatrao Kadam Marg, Nagin Nagar Chawl, Lower Parel West, Lower Parel, Mumbai, Maharashtra 400013, India, Mumbai City - 400013

Pradeep Pillai

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