Investment Counsellor - BFS

Position Title: Investment Counsellor

Location: Mumbai

Desired Education Background: MBA (Finance)/ CFA/ CA

Desired Work Experience: 4-7 years

Critical Skills Required: Communication, Analytical & Interpersonal, Sales Techniques, Product & Market Knowledge

Key Responsibilities:

- Responsible for Concept Selling across the region, leveraging through existing distributor relationships.

- Responsible for Product Level targets of the region for certain specified products across Equity & Debt.

- To conduct Conference Calls / Meetings with Distributors for Product, Market and Knowledge updates.

- To conduct Regular Trainings & Knowledge Sessions for Internal Employees across the region.

- To work with the Sales team in increasing distribution spread & Product Mix.

- Support to create simpler communication on Focused Products along with Product team.

- Providing critical on ground Feedback for enhancing business activities.

- Give market feedback to Investments on peer Products Positioning & Product sales in market.