Investments product Sales Manager-AFFLUENT-Investment Counselors
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Protocol Intelligence
Data-driven signals on your job's competitivenessTier-1 brand and Mumbai metro increase applicant density, but HNI investment specialization limits mass competition.
Role requires specialized HNI wealth management and AUM growth experience, limiting cross-industry transferability.
Mandatory 10+ years in BFSI investment sales with proven AUM and HNI experience increases shortlisting strictness.
Job Description
Structured overview of role & requirementsAbout 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.