Investment Specialist

3 weeks ago


Kolkata, West Bengal, India Waytogo Consultants Full time
Critical Skills Required

Communication Skills
Analytical skills
Sales techniques
Product & Market Knowledge
Interpersonal skills
Understanding of Macro and micro Economics
Understanding of Capital Market
Competencies Required

Expert in articulating and communicating effectively
Problem solving
Result oriented
Influencing
B2B Clients handling
Customer management and objection handling
Research oriented

Key Accountabilities

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


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