Senior Fixed Income Relationship Manager

Phillipcapital; Mumbai; On-site; INR 700,000 - 1,200,000; Full time

Job summary

Phillipcapital is seeking a Senior Relationship Manager in Fixed Income to engage with Wealth Management Firms, MFDs, RIAs, and independent advisors. The role involves showcasing Fixed Income opportunities, sharing investment ideas, and coordinating inquiries for trades from partners.

The candidate should have 3–5 years of RM experience, demonstrate strong communication, regional language proficiency, and NISM certifications, and work well in a team. This position is based in Mumbai.

Qualifications

• 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

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 skills

Good team player

Proficient in regional languages

Education

Graduation

Post-graduation preferred

NISM certifications

Job description

Role & responsibilities

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 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