Senior Fixed Income Investment Manager

Phillipcapital; Mumbai; On-site; INR 1,200,000 - 2,500,000; Full time

Job summary

Phillipcapital in Mumbai is seeking a Senior Relationship Manager for Fixed Income to advance our wholesale partnerships and drive growth in the fixed income desk. You will engage Wealth Management Firms, MFDS, RIAs and Independent Advisors as referral partners and present investment ideas to their clients.

The role requires 4-9 years of RM experience, graduation or higher, and NISM certifications, with strong communication and teamwork skills to coordinate inquiries and help meet KRAs.

Qualifications

• Graduation is the minimum education requirement; post-graduation preferred.
• 4–9 years experience as a Relationship Manager with client acquisition and servicing.
• NISM certifications are required.
• Strong communication and teamwork capabilities.

Responsibilities

• Reach 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.
• Coordinate fulfillment of inquiries related to trades received from partners.
• Work towards completion of defined KRAs.

Skills

Strong communication

Team player

Regional language proficiency

Education

Graduation

NISM certifications

Job description

Position: Senior Relationship Manager Fixed Income
Location : Lower Parel, Mumbai
Department : Prime(Fixed Income)

Role and 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 4-9 year’s 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