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Product Specialist - Hybrid

Product Specialist - Hybrid

ConfidentialMumbai, India
5 days ago
Job description

Purpose of the Job :

The position is responsible for promoting hybrid products by engaging with stakeholders – investors and distributors. The role would also involve preparing pertinent materials and collaborating with internal stakeholders.

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.

Role Specific Competencies :

  • 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.
  • Qualification & 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
  • Skills Required

    sales enablement tools , investment compliance , Presentations, Sales, Product Positioning, Marketing, Training Modules

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    Product Specialist • Mumbai, India

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