Investments product Sales Manager-AFFLUENT-Investment Counselors
Kotak Mahindra Bank (company site, opens in a new tab)10+ yrsMumbaiOn-siteDirect career pageEst. 25–40 LPA
Posted on 25 Sept
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Job description
Structured overview of role & requirements
About This Role
- Drive sales of investment products across multiple asset classes to grow Assets Under Management (AUM) and revenues.
- Manage and advise HNI/UHNI client portfolios focusing on acquisition, growth, and long-term wealth creation.
- Collaborate with internal teams (Relationship Managers, Product, Research, Operations) to enhance client experience and business outcomes.
Minimum Requirements
- Minimum 10 years of experience in investment product sales in BFSI sector.
- Proven experience managing HNI/UHNI clients with advisory-led investment solutions.
- Postgraduate degree (MBA preferred) OR CA / CFA or equivalent professional qualification.
- Strong knowledge of multiple investment asset classes and market dynamics.
Ideal Candidate Profile
- Track record of demonstrated AUM growth, client acquisition, and revenue generation.
- Experience in stakeholder management and cross-functional collaboration in financial services.
- Ability to leverage market intelligence and research insights to deliver tailored investment solutions.