Product Specialist - Mutual Fund/PMS

Role Purpose

Responsible to enable sales by leveraging product knowledge and supporting the sales team. Primarily responsible for conducting product trainings and knowledge sessions for internal employees and Investorsand achieving product level targets for the assigned Region. To be the Single point of contact for all Product related queries in the Region

Key Accountabilities

1) Responsible for Concept Selling across the region, leveraging Investor relationships

2) Responsible for Product Level targets for the Zone for certain specified products across Equity and Debt, create positive environment to drive product specific agenda

3) To conduct Regular Training and Knowledge Sessions for Internal Employees across the Zone for continuous Knowledge upgrade, Keep the Sales Team updated with any product related information and ensure each employee speaks the same language (Common Pitch)

4) To conduct Regular Huddles/Conference Calls / Meetings with investors and articulate products and Market Outlook effectively, position products in the best interest of all stakeholders, simplify all aspects of Capital market

6) To work with Sales Team in increasing distribution spread and product Mix

7) Providing critical ground Feedback for enhancing business activities, any other feedback pertaining to branch/ distribution/ team/Customer Service etc gathered during branch visit

8) Support to create simpler communication on Focused Products along with Product team

9) Give market feedback to Investments on Competition Products Positioning and Product sales in market

10) Feedback to Investments team on Investor queries on Funds/Products

11) Accompany Sales RM in key meeting (HNI,UHNI, NRI) and closely manage Key Family Offices/UHNIs in the respective region