Lead Investment Product Specialist

2 days ago


Mangalore, Karnataka, India beBeeWealth Full time ₹ 1,04,000 - ₹ 1,30,878
Investment Counselor / Wealth Specialist Job Description

This role is responsible for driving sales across the region through concept selling and leveraging customer relationships.

  • Drive sales across the region through concept selling and leveraging customer relationships.
  • Achieve product-level targets for specific Equity and Debt products within the assigned zone.
Key Responsibilities:
  1. Conduct regular training and knowledge sessions for internal employees and distributors to ensure continuous learning and a consistent message.
  2. Organize and lead regular huddles and meetings to articulate products and market outlook effectively.
  3. Accompany Sales RMs in key customer meetings and closely manage relationships with Key Family Offices/UHNIs.
Requirements:
  • Expertise in product knowledge across Equity and Debt.
  • Strong ability to conduct training and knowledge sessions.
  • Excellent communication and presentation skills.


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