Investment Specialist - PMS
- 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.
