Investment Specialist - Mutual Funds - B2B

Aspire & Succeed HR; New Delhi; On-site; INR 2,000,000 - 4,000,000; Full time

Job summary

Aspire & Succeed HR in India is seeking an experienced Product Specialist to support the Retail Sales team across Equity and Debt products. The role focuses on product positioning, concept selling, distributor engagement, market intelligence and achieving product-level targets in the region.

The Product Specialist will be the single point of contact for product queries in the region, collaborating with Sales, Distributors, Investments and Product teams to craft sales strategies, run product

Qualifications

• Strong product knowledge across Mutual Funds, Equity and Debt products.
• Solid understanding of capital markets and investment products.
• Awareness of competitor products and market positioning.
• Experience in sales enablement and product-presentation.
• Excellent communication and articulation skills.
• Strong analytical and research capabilities.
• Experience in distributor/channel/customer relationship management.
• Ability to influence stakeholders without direct authority.
• Good problem-solving and result orientation.
• Ability to translate market developments into actionable sales communication.

Responsibilities

• Drive concept selling and product positioning across the region using distributor and sales relationships.
• Own and drive product-level targets for identified Equity and Debt products.
• Create and execute product-specific sales strategies and build momentum around focus products.
• Conduct regular product training and knowledge sessions for internal sales teams.
• Ensure sales teams have a clear product pitch and communication.
• Conduct knowledge sessions and meetings with distributors to explain products and market outlook.
• Communicate macro/micro-economic developments to sales teams and distributors.
• Support Sales in increasing distribution spread and product penetration.
• Accompany Sales RMs for distributor meetings with IFAs, UHNI clients and private wealth RMs.
• Build and manage relationships with Family Offices and strategic distributors in the region.
• Provide market feedback to Product and Investments teams on distributor sentiment and opportunities.
• Track competition products and market sales trends and provide insights.

Skills

Product knowledge

Capital markets

Market positioning

Sales enablement

Communication

Analytical thinking

Distributor management

Influencing without authority

Problem solving

Interpersonal skills

Job description

Investment Specialist

Grade: Manager / Senior Manager

About the Role

We are looking for an experienced Product Specialist to support and enable the Retail Sales team across the assigned region. The role will focus on product positioning, concept selling, product training, distributor engagement, market intelligence and achievement of product-level business targets across Equity and Debt products.

The Product Specialist will act as the single point of contact for product-related queries in the region, working closely with Sales, Distributors, Investments and Product teams.

Key Responsibilities

• Drive concept selling and product positioning across the assigned region by leveraging distributor and sales relationships.
• Own and drive product-level targets for identified Equity and Debt products within the assigned zone.
• Create and execute product-specific sales strategies and build momentum around focus products.
• Conduct regular product training, knowledge sessions and huddles for internal sales teams to continuously enhance product knowledge.
• Ensure sales teams have a clear and consistent product pitch / common communication.
• Conduct regular knowledge sessions, conference calls and meetings with distributors to explain products, market outlook and investment concepts.
• Simplify and communicate developments in the capital markets, macro and micro-economic environment to sales teams and distributors.
• Work closely with the Sales team on D&E counters and participate in branch visits to improve product penetration.
• Support the Sales team in increasing distribution spread, product penetration and product mix.
• Accompany Sales RMs for important distributor meetings, including IFAs, Advisory firms, UHNI clients and Private Wealth RMs.
• Build and manage relationships with key Family Offices, UHNIs and strategic distributors in the assigned region.
• Provide regular market and ground-level feedback to the Product and Investments teams on distributor sentiment, investor queries and business opportunities.
• Track and provide insights on competition products, product positioning and market sales trends.
• Communicate distributor and investor queries regarding funds/products to the Investments and Product teams.
• Work with the Product team to create simple, effective and sales-oriented communication for focus products.
• Provide feedback on branch, distribution, customer service and other business-related issues observed during market visits.
• Act as the regional SPOC for product-related queries, updates and communication.

Key Skills & Competencies

• Strong Product Knowledge across Mutual Funds / Equity / Debt / Capital Markets
• Understanding of Capital Markets and Investment Products
• Knowledge of competitor products and market positioning
• Understanding of macro-economic and micro-economic factors
• Strong sales and product-presentation skills
• Excellent communication and articulation skills
• Strong analytical and research capabilities
• Distributor / Channel / Customer Relationship Management
• Ability to influence and drive stakeholders without direct authority
• Strong objection handling and customer management skills
• Problem-solving and result orientation
• Ability to simplify complex investment and market concepts
• Strong interpersonal and influencing skills

Desired Candidate Profile

• 7+ years of relevant experience in Product Specialist, Product Management, Product Sales, Mutual Fund Sales, Investment Products, Capital Markets or related roles.
• Experience working with Retail Sales / Distribution / Mutual Fund / Wealth Management channels will be preferred.
• Strong exposure to distributor management and sales enablement.
• Should have the ability to independently conduct product training and knowledge sessions for sales teams and distributors.
• Should be comfortable interacting with senior stakeholders including IFAs, Wealth Managers, UHNI clients, Family Offices and senior distributors.
• Strong understanding of Equity and Debt products, Mutual Funds and capital markets.
• Should possess strong market awareness and the ability to translate market developments into actionable sales communication.

Product Specialist, Product Manager, Product Sales, Mutual Fund Product Specialist, Mutual Fund Sales, Investment Products, Capital Markets, Equity Products, Debt Products, Retail Sales, Distributor Management, Channel Sales, Wealth Management, Product Training, Sales Enablement, Mutual Funds, AMC, IFA, UHNI, Family Office, Investment Products.