Manager - Investment Products & Asset Allocation

PhillipCapital India; Mumbai; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

PhillipCapital India seeks a dynamic Manager - Investment Products & Asset Allocation in Mumbai to grow AUM by delivering tailored investment solutions. You will build relationships with HNI/UHNI clients and coordinate with internal teams to execute transactions.

The role covers PMS, private markets, fixed income, and global investments, with emphasis on advisory, revenue generation, and compliant client servicing.

Qualifications

• Bachelor’s degree in Finance, Business, or related field (MBA/CFA preferred).
• 1–8 years of experience in Asset management, private banking, or financial advisory.
• Strong understanding of capital markets and investment products (PMS, AIFs, Fixed Income, Global Investments, etc.).
• Proven track record in client acquisition and revenue generation.
• Excellent communication, presentation, and interpersonal skills.

Responsibilities

• Develop and manage relationships with HNI/UHNI clients to understand their financial goals and investment needs.
• Market, advise, and distribute a wide range of investment products including in-house investment solutions, PMS, Global PMS, Fixed Income, Private Market / Pre-IPO / Structured Deals.
• Drive revenue generation through cross-selling and upselling of investment products.
• Provide strategic investment advice aligned with client risk profile and market outlook.
• Identify new business opportunities and acquire new clients through networking and referrals.
• Coordinate with internal teams and external partners to ensure seamless execution of transactions.
• Maintain high standards of compliance, documentation, and client servicing.

Skills

Client relationships

Asset allocation

Investment products

PMS

AIFs

Fixed income

Revenue generation

Communication skills

Market awareness

Education

MBA/CFA preferred

Job description

Job Title : Manager - Investment Products & Asset Allocation

Location: Mumbai | Ahmedabad| Pune |Delhi NCR | Hyderabad

Role Overview:

We are seeking a dynamic and client-focused Asset Allocation specialist, AUM Garnering Manager responsible for driving business growth through marketing, selling, and advisory across a comprehensive suite of in-house and third-party investment products. The role requires strong relationship management skills, deep understanding of financial markets, and the ability to deliver tailored investment solutions to clients.

Key Responsibilities:

• Develop and manage relationships with HNI/UHNI clients to understand their financial goals and investment needs
• Market, advise, and distribute a wide range of investment products including:
• In-house investment solutions
• Portfolio Management Services (PMS) and Global PMS
• Fixed Income Products
• Private Market / Pre-IPO / Structured Deals
• Drive revenue generation through cross-selling and upselling of investment products
• Provide strategic investment advice aligned with client risk profile and market outlook
• Identify new business opportunities and acquire new clients through networking and referrals
• Stay updated on market trends, economic developments, and product offerings
• Coordinate with internal teams and external partners to ensure seamless execution of transactions
• Maintain high standards of compliance, documentation, and client servicing.

Key Requirements:

• Bachelor’s degree in Finance, Business, or related field (MBA/CFA preferred)
• 1–8 years of experience in Asset management, private banking, or financial advisory
• Strong understanding of capital markets and investment products (PMS, AIFs, Fixed Income, Global Investments, etc.)
• Proven track record in client acquisition and revenue generation
• Excellent communication, presentation, and interpersonal skills
• Strong analytical and advisory capabilities