Harsh R Fulfagar

PhillipCapital

Role: Client Acquisition Manager at Phillip Capital Inc.
Location: Mumbai, MH, IN
LinkedIn followers: 500 followers

Sales & Business DevelopmentView LinkedIn profile

About Harsh R Fulfagar

I am currently working at PhillipCapital India as a Client Acquisition Manager, where I…

Experience

Client Acquisition Manager
Phillip Capital Inc.
Dec 2024 — Present · Mumbai, IN
Acquired knowledge of the firm\'s product offerings, including mutual funds, investment advisory services, portfolio management services (PMS), broking, and fixed income (debt) products.• Engaged in cold calling and relationship-building with wealth managers, registered investment advisors (RIAs), and mutual fund distributors (MFDs).• Effectively pitched fixed income products for asset allocation and long-only equity products to clients\' investment needs.• Supported channel partner onboarding and client acquisition initiatives to expand the firm\'s distribution network.• Coordinated with internal product teams to ensure accurate representation of investment solutions.

Contact information

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•••••@phillipcapital.com
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Current company

Phillip Capital Inc.

Financial Services · 287 employees · Founded 2010 · Chicago, Illinois, United States

Phillip Capital Inc. Inc. was formed in 2010 and is a Futures Commission Merchant ("FCM") with full clearing membership to the Chicago Mercantile Exchange CME, CBOT, COMEX, NYMEX, ICE US, NFX, and CFE. We are also a Broker-Dealer that offers correspondent clearing services for US equities. We are based in Chicago, IL and located at the historic Chicago Board of Trade building. We are part of the Phillip Capital Group of Companies that has headquarters in Singapore. We are a member of the PhillipCapital group of companies. Established in 1975 as a stock broking firm in Singapore, the Group has since diversified to offer a comprehensive suite of financial services including broking of futures, foreign exchange, equities, fixed income, bonds, unit trusts, real estate, and insurance. With shareholder's equity greater than 1 billion and global assets under custody greater than 18 Billion, the group has been profitable each year since its founding. Phillip Capital employs more than 3,500 people worldwide, with its major interests in Singapore, Hong Kong and other member companies operating in China, Japan, Malaysia, Thailand, Indonesia, Sri Lanka, United Kingdom, France, Australia and Turkey. Phillip Futures Inc. is the first foray into the US, and thus an important move for Phillip Capital. Through the PhillipCapital group of companies, Phillip also has direct memberships in Asia with OSE, TSE, TOCOM, SGX, HKEX, BURSA, ICDX, TFEX, and TDE. Phillip Capital and Phillip Capital Inc. are privately owned and focused on serving the needs of our customers.

phillipcapital.com

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