Job Description:

We are looking for an experienced Investment Product Specialist to drive mutual fund product sales, strengthen distributor relationships, and enhance investment product knowledge across the assigned zone.

The role will act as a key link between the Investment Team and the Sales Force, ensuring effective communication of fund strategies, market outlook, product positioning, and investment opportunities.

The candidate will be responsible for driving business growth across Equity and Debt products, supporting distributor engagements, conducting product training sessions, and identifying opportunities to increase Assets Under Management (AUM).

Key Responsibilities:

Product Specialist & Business Development:

- Act as a product specialist for distributor engagements and key sales pitches.

- Drive achievement of product-level sales targets across Equity and Debt mutual fund products.

- Work closely with the sales team to increase distribution reach and improve product mix.

- Track competitor products, market positioning, and new fund launches across other AMCs.

- Share market intelligence and competitor feedback with the Investment and Product teams.

- Drive tactical zonal campaigns, including New Fund Offers (NFOs), to maximize sales and coverage.

Team Training & Knowledge Enhancement:

- Conduct regular product training and knowledge-sharing sessions for internal employees.

- Keep the sales team updated on product developments, market trends, and investment strategies.

- Organize distributor meetings, conference calls, and knowledge sessions.

- Simplify capital market concepts and effectively communicate market outlook.

- Act as a bridge between the Investment Team and frontline sales employees.

Stakeholder & Relationship Management:

- Build and maintain strong relationships with distributors, IFAs, advisory partners, UHNI clients, and private wealth stakeholders.

- Address investment-related queries and provide relevant fund and market insights.

- Coordinate with fund managers and product teams for key client engagements.

- Support the sales team in managing important distributor and client relationships.

- Gather feedback from distributors and investors to improve product positioning and business performance.

Sales & Market Development:

- Accompany Relationship Managers for important distributor and client meetings.

- Identify opportunities to increase AUM from existing clients.

- Strengthen distributor engagement and generate business opportunities.

- Conduct regular branch visits to understand market challenges and identify sales opportunities.

- Provide ground-level feedback on distribution, customer service, branch operations, and business performance.