Investments product Sales Manager-AFFLUENT-Investment Counselors
Kotak Mahindra Bank (company site, opens in a new tab)10+ yrsMumbaiOn-siteDirect career pageEst. 30–50 LPA
Posted on 25 Sept
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Job description
Structured overview of role & requirements
About This Role
- Drive investment product sales across multiple asset classes targeting HNI/UHNI clients with a focus on AUM growth and long-term wealth creation.
- Manage and expand HNI/UHNI client relationships through advisory-led engagement to meet AUM and revenue targets.
- Collaborate cross-functionally with Relationship Managers, Product Teams, Research, and Operations to enhance client experience and identify investment opportunities.
Minimum Requirements
- Minimum 10 years of experience in investment product sales within BFSI sector.
- Proven experience managing HNI/UHNI client relationships and delivering advisory-led investment solutions.
- Postgraduate degree (MBA preferred) OR CA / CFA or equivalent professional qualification.
- Strong understanding of multiple investment asset classes and market dynamics.
Ideal Candidate Profile
- Experienced in driving AUM growth and client acquisition at HNI/UHNI level with a measurable track record.
- Capable of managing complex advisory engagements requiring coordination across multiple internal stakeholders.
- Strong analytical and relationship management skills evidenced by successful investment portfolio penetration and client satisfaction outcomes.