Product Specialist - Hybrid

10 - 14 years

0 Lacs

Posted:2 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As a candidate for the position responsible for promoting hybrid products, engaging with stakeholders, investors, and distributors, your role will involve the following key responsibilities: - Drive gross and net sales for Hybrid Funds across target segments. - Conduct investor awareness programs, distributor group meetings, and high-touch one-on-one sessions to communicate product relevance and benefits. - Develop and deliver compelling product narratives that align with evolving investor needs. - Liaise with Investment, Compliance, Marketing, and Sales teams to ensure consistent product positioning and regulatory alignment. - Coordinate with the content and design teams for pitchbooks, presentations, factsheets, and sales enablement tools. - Serve as a product champion by mentoring internal sales teams and distributors on hybrid fund positioning. - Curate hybrid-specific training modules to build distributor and RM mindshare. - Track competitive landscape, product performance, investor behavior, and sales trends to refine strategy. - Support the team with product benchmarking, investment rationale, and response to market movements. - Travel across India as required. In addition to the key responsibilities, the role-specific competencies required for this position include: - Strategic mindset with a passion for product innovation and investor education. - Ability to simplify complex investment concepts and tailor communication across diverse stakeholder groups. - Experience in mentoring and building capability within a team. - Effective communicator with a collaborative approach and ability to work across departments. - Comfortable with public speaking, training sessions, and market-facing roles. Qualifications & Experience: - Minimum 10 years of experience in the Mutual Fund or Wealth Management industry with exposure to hybrid products. - MBA - Finance / CA / CFA. - AMFI/NISM certifications mandatory.,

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