Business Development Associate-PCG

Phillipcapital; Mumbai; On-site; INR 800,000 - 1,500,000; Full time

Job summary

PhillipCapital is seeking a proactive sales professional in Mumbai to acquire new clients and promote a wide range of financial products, including equity accounts, mutual funds, and PMS. You will build lasting relationships across retail, HNI, and corporate clients, while meeting monthly and quarterly targets.

The role demands strong sales, negotiation, and communication skills, with knowledge of financial markets, CRM usage, and MS Office.

Qualifications

• Bachelor's degree in Commerce, Finance, Business Administration, Economics, or related field.
• Approximately 15 years of experience in sales, stock broking, asset management, banking, or financial services (role dependent).
• NISM certification preferred or mandatory for certain roles.

Responsibilities

• Acquire new clients via cold calling, referrals, networking, and lead generation.
• Promote financial products including equity trading accounts, mutual funds, fixed income products, PMS, insurance, and other investment solutions.
• Build and maintain long-term relationships with retail, HNI, and corporate clients.
• Understand clients' financial goals and recommend suitable investment products.
• Achieve monthly and quarterly sales and revenue targets.
• Cross-sell and upsell financial products to existing customers.
• Resolve client queries and coordinate with internal teams for smooth account servicing.
• Stay updated on market trends and provide relevant investment insights to clients.
• Ensure compliance with SEBI regulations and company policies.

Skills

Strong sales and negotiation

Relationship building

Financial markets & investment prod.

Target-driven environment

MS Office proficiency

CRM systems

NISM certification is preferred

Education

Bachelor's degree in Commerce/Finance

Tools

MS Office

CRM systems

Job description

Role & responsibilities

Key Responsibilities

• Acquire new clients through cold calling, referrals, networking, and lead generation.
• Promote financial products such as equity trading accounts, mutual funds, fixed income products, PMS, insurance, and other investment solutions.
• Build and maintain long-term relationships with retail, HNI, and corporate clients.
• Understand clients' financial goals and recommend suitable investment products.
• Achieve monthly and quarterly sales and revenue targets.
• Cross-sell and upsell financial products to existing customers.
• Resolve client queries and coordinate with internal teams for smooth account servicing.
• Stay updated on market trends and provide relevant investment insights to clients.
• Ensure compliance with SEBI regulations and company policies.

Required Skills

• Strong sales, negotiation, and communication skills.
• Excellent relationship-building and customer service abilities.
• Knowledge of financial markets, stock broking, and investment products.
• Ability to work in a target-driven environment.
• Proficiency in MS Office and CRM systems.
• NISM certification is preferred or mandatory for certain roles.

Qualifications

• Bachelor's degree in Commerce, Finance, Business Administration, Economics, or a related field.
• 15 years of experience in sales, stock broking, asset management, banking, or financial services (depending on the role)

Key Performance Indicators (KPIs)

• Number of new client acquisitions.
• Revenue and brokerage generation.
• Sales target achievement.
• Client retention and satisfaction.
• Cross-selling of financial products.