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 recent 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.

📌 Business Head Investment Solutions & Distribution (Delhi)
🏢 PhillipCapital
📍 Delhi