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Mousumi Das

HR at Waytogo Consultants

Job Views:  
129
Applications:  34
Recruiter Actions:  0

Job Code

1436187

Asset Manager/Investment Specialist - Mutual Fund

2 - 4 Years.Mumbai
Posted 2 months ago
Posted 2 months ago

Job Title: Investment Specialist | Mutual Fund (AMC)

About the Job:

- As an Investment Specialist within our Asset Management Company (AMC), you will play a crucial role in driving sales and market penetration across the region.

- This position requires leveraging existing distributor relationships to achieve product-level targets in both equity and debt funds.

- You will be responsible for conducting informative conference calls and meetings with distributors to provide updates on products, market trends, and industry knowledge.

- Additionally, you will lead regular training and knowledge sessions for internal employees to ensure they are equipped with the necessary skills to support our distribution strategies effectively.

Key Responsibilities:

Concept Selling and Relationship Management:

- Utilize existing distributor relationships to promote and sell specified products across equity and debt funds.

- Drive concept selling initiatives to increase product awareness and adoption among distributors.

Product Level Target Achievement:

- Own and achieve product-level sales targets within the designated region.

Distributor Engagement:

- Conduct conference calls and meetings with distributors to provide updates on products, market insights, and industry knowledge.

- Collaborate with the sales team to expand distribution reach and optimize product mix based on market demand.

Training and Development:

- Conduct regular training sessions and knowledge-sharing initiatives for internal employees across the region.

- Ensure that the sales force is well-equipped to effectively promote and sell products to distributors and clients.

Product Development Support:

- Collaborate with the product team to simplify communication strategies for focused products, ensuring clarity and effectiveness in marketing materials.

Market Feedback and Business Enhancement:

- Gather critical on-ground feedback from distributors to enhance business activities and improve market penetration.

- Provide market feedback to the Investments team regarding competitor products, positioning strategies, and sales performance insights.

Qualifications:

- Bachelor's/Master's degree in Finance, Business Administration, Economics, or related field.

- Proven experience in sales, preferably within the asset management or financial services industry.

- Strong understanding of mutual funds, equity, and debt markets.

- Excellent communication, presentation, and relationship-building skills.

- Ability to work independently and collaboratively in a dynamic team environment.

- Analytical mindset with a focus on driving results and achieving targets

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Posted By

user_img

Mousumi Das

HR at Waytogo Consultants

Job Views:  
129
Applications:  34
Recruiter Actions:  0

Job Code

1436187

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