B2B Sales Manager

Phillipcapital; Mumbai; On-site; INR 500,000 - 900,000; Full time

Job summary

PhillipCapital India in Mumbai is seeking a Relationship Manager to bring in new clients, care for existing ones, and help them choose the right financial products. You will focus on understanding client needs and contributing to the company's growth.

Responsibilities include onboarding clients, maintaining strong relationships, promoting equities, mutual funds, PMS, and insurance, and meeting monthly and yearly sales targets while ensuring regulatory compliance.

Qualifications

• Minimum 2 years in broking, wealth management, financial services or banking.
• NISM certifications are mandatory.
• AMFI or CFP certifications are a plus.

Responsibilities

• Find and onboard new clients through networking and referrals.
• Maintain strong, long-term relationships with existing clients.
• Understand clients' financial goals and guide investment choices.
• Promote equities, mutual funds, PMS, and insurance.
• Collaborate with internal teams to deliver excellent service.
• Track client portfolios and provide investment updates.
• Meet monthly and yearly sales and revenue targets.

Skills

Communication skills

Relationship management

Sales skills

Investment knowledge

Client onboarding

Computer literacy

Education

Bachelor's degree in Finance/Commerce

Postgraduate in Finance

Job description

Role & responsibilities

Job Opening: Relationship Manager

Company: PhillipCapital India : Global Expertise, Local Precision

Location: Mumbai

Openings: 3

Job Summary

As a Relationship Manager, your main job will be to bring in new clients, take care of our existing clients, and help them choose the right financial products. You will focus on understanding what clients need and helping the company grow its business.

Role Details

• Experience: Minimum 2 years in broking, wealth management, financial services or banking
• Age: Up to 35 years.
• Education: Graduate or Post Graduate in Finance, Commerce, Sales, Business Administration, or similar fields.
• Certifications: NISM certifications are mandatory. (AMFI or CFP certifications are a plus).

Key Responsibilities

• Find and onboard new clients through networking, referrals, and sales activities.
• Maintain strong, long-term relationships with existing clients and serve as their main point of contact.
• Understand clients' financial goals and guide them to the right investment products.
• Promote products like equities, mutual funds, PMS, and insurance.
• Work closely with internal teams to provide smooth and excellent service to clients.
• Track client portfolios and give them regular updates on their investments.
• Follow all regulatory rules and company policies.
• Meet your monthly and yearly sales and revenue targets.

Key Skills Needed

• Clear and strong communication skills.
• Ability to build trust and manage client relationships.
• Good sales and negotiation skills.
• Clear understanding of financial markets and investment products.
• Ability to handle work pressure and achieve targets.
• Basic computer skills

Key Performance Indicators (KPIs)

Your performance will be measured on:

• Total revenue generated for the business.
• Total investment amount (AUM) brought in from clients.
• Number of new clients brought to the company.
• Success in selling different types of financial products to the same client.
• How well you retain and engage your clients.