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Job Description
Role & responsibilities
Key Responsibilities
- Individual Business Development: Generate and achieve individual sales targets across PMS, Investment Advisory, Research, AIFs, Global Investment Products, Fixed Income, Mutual Funds and other investment solutions.
- Deal Closure & Sales Support: Join Relationship Managers and sales executives in client meetings, understand client requirements, recommend suitable solutions and drive opportunities through to closure.
- Territory Penetration: Develop HNI, UHNI, affluent investor, corporate treasury, family office and other relevant client segments within the allocated geography.
- Team Development: Identify, hire and develop Sales Executives, Relationship Managers and Senior Managers to strengthen the local sales and distribution network.
- Sales Coaching: Train and mentor team members on product positioning, client engagement, objection handling, cross-selling and closing techniques.
- Network Expansion: Leverage existing professional relationships and build new referral networks to expand the distribution of investment products and services.
- Revenue & AUM Growth: Drive business acquisition, client assets, product penetration, cross-selling and sustainable revenue growth.
- Client Relationship Management: Build long-term relationships with investors and ensure needs-based, suitable product recommendations in accordance with applicable regulatory requirements.
- Candidate Profile
- Graduate/postgraduate with 68+ years of relevant experience in AUM management, investment advisory, PMS, AIFs, mutual funds, broking or financial product distribution.
- Preferably below 35 years of age.
- Demonstrated track record of achieving individual sales targets and closing high-value investment business.
- Strong understanding of multiple investment products, including PMS, AIFs, fixed income, mutual funds and global investment solutions.
- Well-networked within the allocated market, with the ability to develop HNI/UHNI relationships and build a productive sales team.
- Strong client-facing, negotiation, presentation and business-closing skills.
- A stable employment history, with at least four years of continuity in any of the last 2 assignments.
- Entrepreneurial mindset, high ownership, market knowledge and the ability to deliver individual as well as team business targets.
Skills
RelationshipOperationsFinancial ServicesSalesInvestmentInvestor RelationsDistributionCapital MarketSalesAcquisitionAdvisoryDistribution NetworkClient RelationshipDistributionInvestment ProductsRevenue GrowthIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
About Company
Since 1975, the PhillipCapital network has grown into an integrated Asian financial house with a global presence that offers a full range of quality and innovative services to retail and high net worth individuals, family offices, corporate and institutional customers. Our comprehensive suite of financial products and services includes broking in securities, futures, foreign exchange, bonds, precious metals and commodities, unit trusts, contracts for difference, exchange traded funds; fund management, managed accounts, insurance planning, regular savings plans, investment research, equity financing and property consultancy.
Institutions can also benefit from our corporate finance and advisory services as well as information technology solutions. With more than 3,500 employees and over 1 million clients worldwide, our assets under custody/management totals to more than USD 30 Billion with shareholders' funds in excess of USD 1 Billion. PhillipCapital (with headquarters in Singapore) operates in the financial hubs of 16 countries and regions, including offices in Malaysia, Cambodia, Indonesia, Thailand, Hong Kong, China, Japan, India, Sri Lanka, Australia, UAE, UK, France, Turkey and USA.
Foreign Portfolio investors refers to Foreign Institutional investors (FIIs) or their sub-accounts or qualified foreign investors (QFIs) who are permitted to hold upto 10% stake in a company. FPI align to nomenclature of categorizing investments of foreign investors in line with international practice. FPI's generally participated through the stock markets and gets in and out of a particular stock at much faster frequencies.
We regularly hold conferences, plant visits, road shows and schedule corporate meeting for the benefit of our clients. Timely interpretation & impact of economic data is used beneficially by our clients. In the derivatives segment we were amongst the first to trade derivatives contracts in India on launch and are rated amongst the top by our clients. Establishing our leadership in the institutional space, we provide our clients access to advanced & efficient technology for trade execution - DMA, FIX, Co-Location facility, & customised Algos etc.
Our clients benefit from our local expertise, international perspective, and scale, while institutional investors can access our team of highly regarded equity & derivatives research analysts and top class execution capabilities. Our research team provides in-depth analysis and ongoing research coverage of over 160 companies in 14 sectors.
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