RB - RP&F - Fees : Product Specialist

About Affluent Business

Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives highly personalized services with an expertise driven approach of an investment house with great stability and immaculate execution. Affluent Business offers a gamut of different product offerings tailor-made to its customers with seamless touchpoints.

About the Role

The Product Specialist - Investments will be responsible for driving product strategy, enabling sales teams, and enhancing client experience through deep product knowledge and market insights. This role demands strong collaboration across internal teams and external partners to ensure seamless product delivery and positioning.

Key Responsibilities

Sales Enablement & Support

• .Train and enable sales teams and relationship managers to drive product adoption.
• .Conduct product workshops, presentations, and client meetings to support sales closures.

Market & Competitor Intelligence

Portfolio Reviews

AMC / Partner Engagement

Product Strategy & Engagement

Customer Experience & Retention

Risk & Compliance Adherence

MIS, Analytics & Reporting

Collaboration with Internal Teams

Qualifications

Optimal qualification for success on the job is :

Role Proficiencies :

For successful execution of the job, a candidate should possess the following :

Skills Required

Financial Markets, Bonds, Mutual Funds, asset allocation, Investment Management, Pms, investment products