Product Specialist-HNI | Mutual Funds

Lavya Associates HR Services; Gurugram District; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Lavya Associates HR Services is seeking an urgent Product Specialist for the HNI vertical in a leading Mutual Fund company in Gurugram. The candidate will drive concept selling, align product targets across equity and debt, and train internal teams across the region.

Role involves regular distributor interactions, market briefings, and feedback to product and investments teams, with emphasis on expanding distribution and product mix within the zone.

Responsibilities

• Concept Selling across the region, leveraging distributor relationships
• Product Level targets for the Zone for certain specified products across Equity and Debt, create positive environment to drive product specific agenda
• Regular Training and Knowledge Sessions for Internal Employees across the Zone for continuous Knowledge upgrade, Keep the Sales Team updated with any product related information and ensure each employee speaks the same language (Common Pitch)
• Regular Huddles/Conference Calls / Meetings with Distributors and articulate products and Market Outlook effectively, position products in the best interest of all stakeholders, simplify all aspects of Capital market
• Actively work on D E counters with Sales team and include them as part of their branch visit
• Work with Sales Team in increasing distribution spread and product Mix
• Providing critical ground Feedback for enhancing business activities, any other feedback pertaining to branch/ distribution/ team/Customer Service etc gathered during branch visit
• Support to create simpler communication on Focused Products along with Product team
• Give market feedback to Investments on Competition Products Positioning and Product sales in market
• Feedback to Investments team on Distributor/ Investor queries on Funds/Products
• Accompany Sales RM in key distributor meeting (Advisory IFA, UHNI, Private Wealth RM) and closely manage Key Family Offices/UHNIs in the respective region

Job description

Job Summary

We have an urgent opening for the position of Product Specialist in HNI Vertical in one of the leading Mutual Fund Company .

Job Responsibilities

• Responsible for Concept Selling across the region, leveraging distributor relationships
• Responsible for Product Level targets for the Zone for certain specified products across Equity and Debt, create positive environment to drive product specific agenda
• To conduct Regular Training and Knowledge Sessions for Internal Employees across the Zone for continuous Knowledge upgrade, Keep the Sales Team updated with any product related information and ensure each employee speaks the same language (Common Pitch)
• To conduct Regular Huddles/Conference Calls / Meetings with Distributors and articulate products and Market Outlook effectively, position products in the best interest of all stakeholders, simplify all aspects of Capital market
• To actively work on D E counters with Sales team and include them as part of their branch visit
• To work with Sales Team in increasing distribution spread and product Mix
• Providing critical ground Feedback for enhancing business activities, any other feedback pertaining to branch/ distribution/ team/Customer Service etc gathered during branch visit
• Support to create simpler communication on Focused Products along with Product team
• Give market feedback to Investments on Competition Products Positioning and Product sales in market
• Feedback to Investments team on Distributor/ Investor queries on Funds/Products
• Accompany Sales RM in key distributor meeting (Advisory IFA, UHNI, Private Wealth RM) and closely manage Key Family Offices/UHNIs in the respective region