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 skilled 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