Work Level: Individual
Core: Communication Skills
Leadership: Influencing
Role: Product Specialist
Industry Type: Asset Management Financial Services
Function: Relationship Manager
Key Skills: Mutual fund sales, Mutual Fund Advisor, Nism, Product Specialist, Investment Counseller
Education: Graduate
Note: This is a requirement for one of the Workassist Hiring Partne
r
Role Descripti
onThis is a full-time on-site role for a Product Operations Specialist at Workassist in Hyderabad. The Product Operations Specialist will be responsible for day-to-day tasks related to analytical tasks, communication with stakeholders, sales support, operations management, and project managemen
t.
The Product Specialist - Mutual Funds is responsible for managing and promoting the bank's mutual fund offerings. This role involves working closely with both internal teams and external stakeholders to ensure that mutual fund products meet customer needs and business objectiv
- es.Develop, implement, and manage the bank's mutual fund product portfolio, ensuring alignment with market trends, customer needs, and business goa
- ls.Work closely with asset management partners to ensure the bank's mutual fund products are well-positioned in the mark
- et.Assist in the design of new mutual fund products and the refinement of existing products, incorporating feedback from sales teams, customers, and market resear
- ch.Conduct regular product performance reviews, ensuring that products are achieving desired returns and customer satisfacti
- on.Provide technical and sales support to the sales teams, ensuring they have the knowledge and tools to effectively sell mutual fund produc
- ts.Develop and deliver product training sessions for internal stakeholders, including sales, relationship managers, and customer service tea
- ms.Collaborate with relationship managers and financial advisors to identify sales opportunities and grow the bank's mutual fund busine
- ss.Support the creation of sales materials, presentations, and promotional content for mutual fund produc
- ts.Monitor market trends, customer preferences, and competitor offerings to ensure the mutual fund products remain competiti
- ve.Gather and analyze customer feedback to identify areas for improvement in existing products and servic
- es.Work closely with marketing and customer insights teams to develop strategies that will enhance customer acquisition and retention for mutual fund produc
- ts.Ensure that all mutual fund products comply with relevant regulatory requirements and industry standar
- ds.Work with compliance teams to monitor any changes in regulations that might impact the mutual fund products and assist in making necessary adjustmen
- ts.Ensure that all product documentation (e.g., fact sheets, brochures, and terms & conditions) is up-to-date and compliant with regulatory guidelin
- es.Build and maintain strong relationships with external asset management companies, ensuring seamless product delivery and suppo
- rt.Work with senior management and key stakeholders to drive business strategy and product grow
- th.Serve as a point of contact for any queries related to mutual funds, both internally and external
- ly.Collaborate with marketing teams to create and execute promotional campaigns for mutual fund products, including digital, print, and events-based marketi
- ng.Assist in organizing investor education programs and seminars to raise awareness of mutual funds and the bank's offerin
- gs.Analyze marketing campaign effectiveness and suggest improvements to increase product visibility and market sha
- re.Regularly analyze product performance, sales trends, and customer behavior to inform product strategy and decision-maki
- ng.Prepare and present reports on product performance, market trends, and sales metrics to senior manageme
- nt.Develop and track key performance indicators (KPIs) to measure the success of mutual fund products in achieving financial and business targe
ts.
Qualificat
- ionsAnalytical Skills and Project Manage
- mentStrong Communication abili
- tiesSales Support and Operations Manage
- mentExperience in related fields or indust
- riesBachelor's degree in Business, Management, or related f
- ieldAbility to work collaboratively in a team environ
ment
Company Descri
ptionWorkassist is an online recruitment and employment solution provider based in Hyderabad, India. We connect job seekers with relevant profiles in various industries and experience levels through our e-recruitment platform. Workassist collaborates with recruiters in sectors such as Banking & Finance, Consulting, Sales & Marketing, Healthcare, IT, and Operations to recruit emerging talents glob
ally.
(Note: There are many more opportunities apart from this on the portal. Depending on the skills, you can apply for them as w
ell).
So, if you are ready for a new challenge, a great work environment, and an opportunity to take your career to the next level, don't hesitate to apply today. We are waiting f
or you!