Capital Markets Expert

7 days ago

Patna, Bihar, India beBeeInvestment Full time ₹ 1,04,000 - ₹ 1,30,878
Investment Strategy Specialist

This role involves empowering sales teams by leveraging deep product expertise and conducting training sessions to ensure a consistent sales pitch across the team.

  • Drive sales growth across regions through concept selling and customer relationship leverage.
  • Meet product-level targets for Equity and Debt products within assigned zones.
  • Conduct regular training and knowledge-sharing sessions for internal employees and distributors to foster continuous learning and a unified message.
  • Organize and lead regular meetings to articulate products and market outlook effectively.
  • Simplify capital market complexities and position products in the best interest of all stakeholders.
  • Collaborate with the sales team to increase product mix and market spread.
  • Provide critical ground feedback to the business, including insights on branch, distribution, team, and customer service performance.
  • Support the creation of simplified communication on focused products.
  • Offer market feedback to the Investments team on competitor products and market positioning.
  • Accompany Sales Relationship Managers in key customer meetings and closely manage relationships with Key Family Offices/UHNIs.
Required Skills & Qualifications
  • Expertise in product knowledge across Equity and Debt.
  • Strong ability to conduct training and knowledge-sharing sessions.
  • Excellent communication and presentation skills.
  • Proven ability to build and manage relationships with clients, distributors, and internal teams.
  • Strong understanding of capital markets and investment products.

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