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This position is an on-site role. We'll be only screening applications able to commute or relocate.
About
iRecord is a rapidly growing WealthTech company that simplifies Investment accounting, portfolio tracking serving indian investing community widely used by Chartered Accountant's, Wealth managers, Family Offices & HNI Investors.
iRecord is seeking a Product Specialist who will deeply understand our platform and become the bridge between our product, sales, and customers. This role involves leading product demos, answering user queries, training customers, and representing company at webinars, seminars, and industry events.
The ideal candidate will have strong knowledge of Indian capital markets - stocks, mutual funds, and investment products. Prior experience as a Relationship Manager or Advisory / Sales role in a broking or investment firm will be a strong advantage. (Non - Negotiable)
Fluency in English is mandatory.
Key Responsibilities
- Product Understanding & Ownership
- Customer Engagement & Demo Calls
- Query Handling & Customer Success
- Training, Workshops & Thought Leadership
- Product & Market Advocacy
Required Skills & Experience
0–8 years' experience in:
Preferred Background
Skills Required
Customer Success, Mutual Funds, Fluency In English, Capital Markets, Product Specialist, Stocks, investment products, Bonds
