Mutual Fund Distribution Manager

Phillipcapital; Mumbai; On-site; INR 900,000 - 1,300,000; Full time

Job summary

Phillipcapital is seeking a Relationship Manager in Mumbai to engage wealth management firms and advisors, showcase Fixed Income opportunities, and coordinate trade inquiries with partners. The role emphasizes acquiring clients, servicing ongoing relationships, and meeting KRAs in a dynamic market environment.

The ideal candidate will have 3-5 years of RM experience, be proficient in regional languages, hold NISM certifications, and demonstrate strong communication and teamwork skills to drive

Qualifications

• Minimum education Graduation; Post-graduation shall be preferred.
• 3-5 years experience as a Relationship Manager with client acquisition and servicing.
• Proficient in some regional languages.
• NISM certifications required.
• Strong communication skills.
• Good team player.

Responsibilities

• Reaching out to Wealth Management Firms, MFDs, RIAs and Independent Advisors to work with us as Referral Partners for showcasing Fixed Income opportunities to their clients.
• Connect with partners on a regular basis to share fixed income investment ideas.
• Coordinating for fulfilment of inquiries related to trades received from partners.
• Work towards completion of defined KRAs.

Skills

Strong communication

Regional language skills

Team player

Education

Graduation

Post-graduation preferred

Job description

Role & responsibilities

• Reaching out to Wealth Management Firms, MFDs, RIAs and Independent Advisors to work with us as Referral Partners for showcasing Fixed Income opportunities to their clients
• Connect with partners on a regular basis to share fixed income investment ideas
• Coordinating for fulfilment of inquiries related to trades received from partners
• Work towards completion of defined KRAs

Skills, Qualifications and Experience

• Minimum education requirement Graduation. Post-graduation shall be preferred
• Minimum 3-5 years experience as a Relationship Manager with prior experience of acquisition of clients and servicing on an ongoing basis
• Should be proficient in some regional languages
• Should have Required NISM certifications
• Strong communication skills
• Good team player