Specialist - Financial Planning - BFS

Job Description: Financial Planning Specialist

Role Overview:

- The Financial Planning Specialist serves as an Investment Specialist PMS, responsible for driving concept selling and achieving product-level targets across equity and debt products within the region.

- The role involves leveraging distributor relationships, conducting training sessions, and ensuring consistent product knowledge across the sales team.

Key Responsibilities:

Concept Selling and Product Targets:

- Implement concept selling strategies across the region.

- Achieve specified product-level targets for equity and debt products in the Zone.

Training and Knowledge Enhancement:

- Conduct regular training and knowledge sessions for internal employees to ensure continuous knowledge upgrading.

- Keep the sales team updated with relevant product information and ensure a unified communication approach (Common Pitch).

Distributor Engagement:

- Organize regular huddles, conference calls, and meetings with distributors to effectively articulate product offerings and market outlook.

- Position products in the best interest of stakeholders and simplify complex aspects of the capital market.

Sales Team Collaboration:

- Collaborate with the sales team to enhance distribution spread and product mix.

- Include D & E counters in branch visits to actively engage with sales teams.

Feedback and Support:

- Provide critical ground feedback to enhance business activities and improve customer service.

- Collaborate with the Product team to create simpler communication strategies for focused products.

Market Insights and Feedback:

- Offer market feedback to the Investments team regarding competition product positioning and sales performance.

- Address distributor and investor queries on funds and products.

Client Management:

- Accompany Sales Relationship Managers (RMs) in key distributor meetings, particularly with Advisory IFAs, UHNIs, and Private Wealth RMs.

- Manage relationships with key Family Offices and UHNIs in the respective region closely.

Qualifications:

- Bachelor's degree in Finance, Business Administration, or related field (MBA preferred).

- Relevant certifications such as CFA, CFP, or equivalent are advantageous.

- Proven experience in investment management, financial planning, or wealth management.

- Strong understanding of equity and debt products, capital markets, and financial planning strategies.

- Excellent communication, presentation, and interpersonal skills.