Phillipcapital India

Kalyan,Thane

Financial Solution Manager who provide a solution to the customers, acquires new businessKnowledge of financial products like Equity, Derivatives, Commodities, Fixed Income, Mutual Funds ,Insurance Forex, etc. requiredConnect & develop relationships with key stake holders in the capital market like FPIs, HNIs, HFTs ,Fund Houses, Affluent customer & retail customer. Accountable for achieving monthly revenue targets Represent the company at both international and local trade fair ,marketing stalls, exhibitions and support the organization in such marketing events Work closely with our Channel Partners like IBs, Custodians & other distributors to formulate strategies and campaigns to increase business revenue. Work closely with other internal departments including compliance, back office and top management

Financial Solution Manager who provides solution to the customers, acquires new business& AUM. Domain knowledge of Capital markets & Derivatives. Strong willingness to learn and develop in the financial industry. Effective communication skills with a keen interest in financial products. Proactive approach to tasks and a strong team player. Collaborate with Channel Partners such as IBs, Custodians, and distributors to contribute to the formulation of strategies aimed at business expansion. Coordinate with internal departments, including compliance, back office, and management, to gain a holistic understanding of operations. Assist in representing the company at various events, including international and local exhibitions, to contribute to brand visibility and growth. Learn and adapt to the financial industry landscape, actively participation in achieving team and individual goals.

Identify and onboard new clients who align with the firm's target market.Develop and execute effective client acquisition strategies, including networking, referrals, and marketing initiatives.Conduct client meetings and presentations to showcase the firm's investment offerings and expertise.