Investment Product Specialist

16 hours ago

Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 12,00,000 - ₹ 15,00,000

**Job Title:** Investment Product Specialist

We are seeking a skilled and experienced professional to join our team as an Investment Product Specialist. This is a challenging and rewarding role that requires a deep understanding of investment products, strong communication skills, and the ability to build relationships with key stakeholders.

Key Responsibilities:

  • To engage with Intermediary Financial Advisors (IFAs) and influence them to sell Mutual Funds (MF), Portfolio Management Services (PMS), Private Equity (PE), Alternative Investment Funds (AIF), Unlisted Shares, and Equity Advisory Products through our platform.
  • To conduct seminars for IFAs and their clients on different products and provide product training and client support.

Deliverables:

  • To achieve given Assets Under Management (AUM) and Revenue targets.
  • To maintain existing relationships with IFAs and recruit potential new ones.
  • To ensure high standards of servicing for IFAs in areas such as sales support, query resolution, product training, and client seminars.

Requirements:

  • Postgraduate experience in sales of investment products through the IFA channel.
  • Team handling experience is not mandatory but preferred.
  • Understanding of market pulse, trade knowledge, and indirect channel awareness.
  • Proficiency in MS Office and Business Intelligence Applications.

Benefits:

  • A chance to work with a leading financial services provider.
  • Opportunities for career growth and professional development.
  • A dynamic and supportive work environment.

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