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 educationAbility 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 productsMBA - Finance / CA / CFAAMFI / NISM certifications mandatory