Investments product Sales Manager-AFFLUENT-Investment Counselors
Oracle CorporationMatch Score
Against your primary resumeLogin to See Your Match Score
Create a free account or log in to unlock your CV match score across:
Protocol Intelligence
Data-driven signals on your job's competitivenessStrong employer brand and Mumbai location increase competition, but senior HNI specialization reduces generalist applicants.
Requires BFSI sector experience and existing HNI/UHNI relationships, limiting cross-industry transferability.
Explicit 10+ years BFSI investment sales and proven HNI AUM track record enforces strict filters.
Job Description
Structured overview of role & requirementsAbout 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.