About the role
Zonal Investment Counsellor is a specialist role who will partner with the sales team to upgrade and leverage business from the key customer segments. Some of the important deliverables for the role are as follows: Product specialist for each zone – one stop for all product related pitches and queries Fill in for Fund Managers as and when required in interactions with Distribution / partners Adopt the top relationships in each zone for detailed insights and performance management Enhance team knowledge through repeated engagements and gamification of information Provide Investment Advise-Offer tailored investment strategies based on customers financial goals, risk tolerance and market conditions. Products include MF with focus on PMS,AIF’s and Passives. Support Business Development-Identify opportunities to expand alternatives & passives strategies. Collaborate with Internal Teams-work with analytics and relationship managers, channel heads to deliver holistic solutions. Conduct Training Sessions and Huddles for internal Sales Teams and distributors to upgrade knowledge on products. Product Pitching -Develop and implement a common pitch for specific products, ensuring consistent communication across the zone. Market Intelligence-Gather feedback on competitor products, positioning and market trends to inform the investment team.