Product Specialist Mutual Funds Investment Products Cec Mumbai

Product Specialist Mutual Funds / Investment Products (CEC)

Location: Mumbai

Experience: 6+ years preferred in Mutual Funds / Wealth / Investment Products

CTC: 1518 LPA

Grade: Deputy Manager / Manager

Industry: Asset Management / Mutual Funds / Wealth Management

Education: MBA Finance / CA / CFA preferred

Role Overview

We are looking for an experienced Product Specialist Mutual Funds / Investment Products with solid knowledge of Equity, Debt, Capital Markets and Investment Products.

The role will work closely with the sales team, investors, HNI/UHNI clients and key stakeholders to drive product penetration, conduct product and market sessions, and support investment-related discussions.

Key Responsibilities

Drive concept selling and product-level targets across Equity and Debt products.

Conduct regular product training and knowledge sessions for sales teams.

Communicate market outlook, product positioning and investment concepts effectively.

Support Relationship Managers in key HNI/UHNI and investor meetings.

Work with sales teams to improve product mix and product penetration.

Act as a Single Point of Contact (SPOC) for product-related queries.

Conduct investor meetings, huddles and conference calls.

Provide market intelligence on competitor products and positioning.

Share investor/customer feedback with Product and Investment teams.

Simplify complex capital-market concepts for sales teams and investors.

Closely support key Family Office / UHNI relationships.

Required Skills

Strong knowledge of Mutual Funds Equity & Debt

Capital Markets & Investment Products

HNI / UHNI / Wealth Management exposure

Product Advisory / Investment Counselling

Product Training & Sales Enablement

Market & Competitor Analysis

Excellent communication and presentation skills

Investor/Client Management

Concept Selling & Objection Handling

Understanding of macro and microeconomics

Solid analytical and research orientation

Preferred Candidate

Candidates currently working with AMC, Mutual Fund, Wealth Management, Private Banking, Investment Advisory or Investment Product teams will be preferred.

Experience in handling HNI/UHNI investors, Relationship Managers, product training and investment-product positioning will be highly relevant.

Perks and benefits .