Manager - investment products & asset allocation

PhillipCapital India · Mumbai, India

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