Role & responsibilities
- Frontline Sales Closure: Accompanying Relationship Managers (RMs) to high-stakes corporate/HNI meetings and personally driving the technical and commercial closure of deals.
- Product Mastery: Understanding and structuring complex wealth solutions across Equities, PMS, AIFs, Mutual Funds, and third-party structures.
- Sales Enablement: Designing compelling corporate pitch decks and executing regular product training programs for the internal sales staff.

Preferred candidate profile
- Postgraduate degree in Management, Finance, or a related field.
- Flawless, fluent verbal communication in both English and Hindi.
- Proven professional experience within a wealth management firm or stockbroking house.
- Deep, advanced technical knowledge of PMS, AIF, advisory, and structured products.
- Demonstrated track record of successfully closing high-ticket financial sales.
- Solid experience in designing and delivering high-impact corporate sales presentations.
- Exceptional capability to train, upskill, and mentor internal sales teams.
- Willingness to travel actively for client meetings alongside Relationship Managers.

📌 Product Specialist (New Delhi)
🏢 PhillipCapital
📍 New Delhi