Product Specialist

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.
• Strong 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.