No. of
Direct
Reportees
Nil
No. of
Indirect
Reportees
Nil
B. Demographics
Role Product Specialist (Zones)
Desired
Education
Background
MBA (Finance)/CA/CFA
Desired
Work
Experience
4-7 years
Critical
Skills
Required
Communication Skills, Analytical skills, Sales techniques, Product & Market
Knowledge, Interpersonal skills, Understanding of Macro and micro
Economics, Understanding of Capital Market & IPRU as well as Competition
products
Competencies
required
1. Expert in articulating and communicating effectively
2. Problem solving
3. Result oriented
4. Influencing
5. Customer management and objection handling
6. Research oriented
Role Purpose
Responsible to enable sales by leveraging product knowledge and supporting the sales
team. Primarily responsible for conducting product trainings and knowledge sessions for
INTERNAL
INTERNAL
internal employees and investors and achieving product level targets for the assigned
region. To be the Single point of contact for all Product related queries in the Region
D. Key Accountabilities
1) Responsible for Concept Selling across the region
2) Responsible for Product Level targets for the Zone for certain specified products across
Equity and Debt, create positive workplace to drive product specific agenda
3) 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)
4) To conduct Regular Huddles/Conference Calls / Meetings with Investors and articulate
products and Market Outlook effectively, position products in the best interest of all
stakeholders, simplify all aspects of Capital market
6) To work with Sales Team in increasing product Mix
7) Providing critical ground Feedback for enhancing business activities, any other feedback
pertaining to branch/ distribution/ team/Customer Service etc gathered during branch visit
8) Support to create simpler communication on Focused Products along with Product team
9) Give market feedback to Investments on Competition Products Positioning and Product
sales in market
10) Feedback to Investments team on Investor queries on Funds/Products
11) Accompany Sales RM in key Investor meeting and closely manage Key Family
Offices/UHNIs in the respective region
Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.