Product Manager_AFFLUENT_0465_1288_1096023
Kotak Securities Limited (company site, opens in a new tab)8+ yrsMumbaiOn-siteDirect career pageEst. 20–35 LPA
Posted 12h ago
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Job description
Structured overview of role & requirements
About This Role
- Lead and execute channel-specific sales strategies to boost investment product penetration across multiple distribution channels including Affluent Banking, NR, Branch Banking.
- Own annual sales planning by aligning budgets, targets, and KRAs within RM SOP frameworks, including managing sales drives and campaign execution.
- Deliver actionable data-driven insights and enhance RM-assisted product journeys through process improvements, working closely with cross-functional teams.
Minimum Requirements
- Postgraduate degree mandatory.
- Minimum 8 years of work experience.
- Preferably experience in wealth management sales, retail/channel sales, or investment product strategy.
- Advanced proficiency in MS Excel and PowerPoint for analysis and reporting.
Ideal Candidate Profile
- Experienced in managing and driving sales strategies in financial services focused on HNI or affluent segments.
- Skilled in data analytics and business intelligence to influence leadership decisions and optimize sales campaigns.
- Capable of collaborating with multiple stakeholders including RMs, technology, operations, and external partners for product journey enhancement.