Job Summary:

We are looking for an experienced Product Specialist - Mutual Funds to drive product sales, strengthen distributor relationships, and support business growth across the assigned region. The ideal candidate should have strong expertise in mutual fund products, concept selling, product training, and distributor engagement, with the ability to collaborate closely with Sales, Product, and Investment teams.

Key Responsibilities :

- Drive product sales and achieve business targets for Mutual Fund products across the assigned region.

- Promote Equity and Debt Mutual Fund schemes through effective concept selling and distributor engagement.

- Conduct regular product training and knowledge sessions for internal sales teams to enhance product understanding and sales effectiveness.

- Organize distributor meetings, webinars, conference calls, and product presentations to communicate market outlook and investment opportunities.

- Work closely with Sales and Relationship Managers to increase product penetration and strengthen distributor relationships.

- Expand distribution reach and improve the product mix across branches and channel partners.

- Provide market intelligence on competitor products, distributor feedback, and investor preferences to the Product and Investment teams.

- Support the creation of simple and effective product communication materials for sales teams and distributors.

- Address distributor and investor queries related to Mutual Fund products and market trends.

- Accompany Relationship Managers in meetings with IFAs, Private Wealth teams, Family Offices, and UHNI clients to support business development.

Required Skills:

- 810 years of experience in Mutual Funds, Asset Management, Wealth Management, or Investment Products.

- Strong knowledge of Equity, Debt, Hybrid, and other Mutual Fund products.

- Experience in concept selling, product positioning, and distributor relationship management.

- Strong understanding of capital markets and investment products.

- Experience conducting product training and sales enablement programs.

- Excellent communication, presentation, and stakeholder management skills.

- Ability to analyze market trends and competitor product positioning.

Preferred Qualifications:

- Experience working with AMCs, Banks, Wealth Management Firms, NBFCs, or Financial Distribution Networks.

- Exposure to IFAs, National Distributors, Private Wealth, Family Offices, and UHNI clients.

- NISM Certification will be an added advantage.

- Strong analytical, relationship management, and problem-solving skills.