PhillipCapital India
Website:
phillipcapital.in
Job details:
Job Title : Manager - Investment Products & Asset Allocation
Location: Mumbai | Ahmedabad| Pune |Delhi NCR | Hyderabad
Role Overview:
We are seeking a dynamic and client-focused Asset Allocation specialist, AUM Garnering Manager responsible for driving business growth through marketing, selling, and advisory across a comprehensive suite of in-house and third-party investment products. The role requires strong relationship management skills, deep understanding of financial markets, and the ability to deliver tailored investment solutions to clients.
Key Responsibilities:
- Develop and manage relationships with HNI/UHNI clients to understand their financial goals and investment needs
- Market, advise, and distribute a wide range of investment products including:
- In-house investment solutions
- Portfolio Management Services (PMS) and Global PMS
- Fixed Income Products
- Private Market / Pre-IPO / Structured Deals
- Drive revenue generation through cross-selling and upselling of investment products
- Provide strategic investment advice aligned with client risk profile and market outlook
- Identify new business opportunities and acquire new clients through networking and referrals
- Stay updated on market trends, economic developments, and product offerings
- Coordinate with internal teams and external partners to ensure seamless execution of transactions
- Maintain high standards of compliance, documentation, and client servicing.
Key Requirements:
- Bachelor’s degree in Finance, Business, or related field (MBA/CFA preferred)
- 1–8 years of experience in Asset management, private banking, or financial advisory
- Strong understanding of capital markets and investment products (PMS, AIFs, Fixed Income, Global Investments, etc.)
- Proven track record in client acquisition and revenue generation
- Excellent communication, presentation, and interpersonal skills
- Strong analytical and advisory capabilities
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