Product Specialist Mutual Funds / Investment Products (CEC)

Location: Mumbai
Experience: 6+ years preferred in Mutual Funds / Wealth / Investment Products
CTC: 1518 LPA
Grade: Deputy Manager / Manager
Industry: Asset Management / Mutual Funds / Wealth Management
Education: MBA Finance / CA / CFA preferred

Role Overview

We are looking for an experienced Product Specialist – Mutual Funds / Investment Products with solid knowledge of Equity, Debt, Capital Markets and Investment Products.

The role will work closely with the sales team, investors, HNI/UHNI clients and key stakeholders to drive product penetration, conduct product and market sessions, and support investment-related discussions.

Key Responsibilities
Drive concept selling and product-level targets across Equity and Debt products.
Conduct regular product training and knowledge sessions for sales teams.
Communicate market outlook, product positioning and investment concepts effectively.
Support Relationship Managers in important HNI/UHNI and investor meetings.
Work with sales teams to improve product mix and product penetration.
Act as a Single Point of Contact (SPOC) for product-related queries.
Conduct investor meetings,



huddles and conference calls.
Provide market intelligence on competitor products and positioning.
Share investor/customer feedback with Product and Investment teams.
Simplify complex capital-market concepts for sales teams and investors.
Closely support key Family Office / UHNI relationships.

Required Skills
Robust knowledge of Mutual Funds – Equity & Debt
Capital Markets & Investment Products
HNI / UHNI / Wealth Management exposure
Product Advisory / Investment Counselling
Product Training & Sales Enablement
Market & Competitor Analysis
Excellent communication and presentation skills
Investor/Client Management
Concept Selling & Objection Handling
Understanding of macro and microeconomics
Strong analytical and research orientation

Preferred Candidate

Candidates currently working with AMC, Mutual Fund, Wealth Management, Private Banking, Investment Advisory or Investment Product teams will be preferred.

Experience in handling HNI/UHNI investors, Relationship Managers, product training and investment-product positioning will be highly relevant.

Perks and perks

📌 Product Specialist Mutual Funds Investment Products Cec Mumbai
🏢 India Job Kart
📍 Mumbai