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    Asst. Manager – Fixed Income Sales - Mumbai, India - PhillipCapital India

    PhillipCapital India
    PhillipCapital India Mumbai, India

    Found in: Talent IN 2A C2 - 4 days ago

    Default job background
    Accounting / Finance
    Description

    Qualification: Graduate / Post Graduate / NISM-Series V-A

    Experience in Years: 1- 3 years, Any particular industry background: Financial Services

    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.
    • Handholding Partners to close bond transactions and generate referral income for them.
    • Completing the empanelment process with entities who want to work with us as Referral Partners.
    • Prepare a calling sheet to touch base with Partners on a defined frequency and share fixed-income investment ideas.
    • Handling Partners' inquiries related to bonds and transactions.

    Skills, Qualifications & Experience

    • Minimum education requirement –Post graduation shall be preferable
    • Minimum 1-2 years experience as a Relationship manager with prior experience in the acquisition of clients and their servicing on an ongoing basis.
    • Should be proficient in some regional language e.g. Marathi, Gujarati, Kannada, Tamil
    • Should have required NISM certification
    • Strong communication skills
    • Good Team player

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