Relationship Manager/Product Specialist (Wealth Segment)

Location- Pune/Mumbai/Rajkot/Vadodara

Experience Required- Min 3years

CTC Budget- Up to 12lpa

CEC channel - Customer Engagement Channel

B2C channel Product Specialist (Zones)

Desired Education Background MBA (Finance)/CA/CFA

Critical skills required

Communication Skills, Analytical skills, Sales techniques, Product & Market Knowledge, Interpersonal skills, Understanding of Macro and micro Economics, Understanding of Capital Market, Company Product 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 employees and distributors and achieving product level targets for the assigned Region. To be the Single point of contact for all Product related queries in the Region

Key Accountabilities

1. Responsible for Concept Selling across the region, leveraging customer relationships
2. Responsible for Product Level targets for the Zone for certain specified products across Equity and Debt, create positive setting 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 and articulate products and Market Outlook effectively, position products in the best interest of all stakeholders, simplify all aspects of Capital market
5. To actively work on D & E counters with Sales team and include them as part of their branch visit
6. To work with Sales Team in increasing spread and 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 queries on Funds/Products
11. Accompany Sales RM in key customer meetings and closely manage Key Family Offices/UHNIs in the respective region

For more details plz share your updated resume at- [email protected] Or what's app at-(phone hidden)

📌 Product Specialist (Maharashtra)
🏢 Avani Consulting
📍 Maharashtra