
Financial Solution Manager
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Posted on : Apr 6, 2024
Applicants : 86
Vacancies :
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

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
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
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