We are looking for experienced Investment Product Sales Managers to drive growth in Assets Under Management (AUM), deepen client relationships, and expand the investment franchise through acquisition and advisory-led engagement with HNI/UHNI clients. The role requires strong investment acumen, client management capability, and the ability to collaborate across internal stakeholders to deliver superior client outcomes.
Key Responsibilities
- Drive investment product sales across asset classes including Mutual Funds, PMS, AIFs, Structured Products, Bonds, Equities and Alternate Investments.
- Manage and advise HNI/UHNI client relationships with a focus on portfolio growth and long-term wealth creation.
- Acquire new clients and strengthen existing relationships to achieve AUM and revenue growth targets.
- Leverage research insights and market intelligence to provide suitable investment solutions.
- Partner closely with Relationship Managers, Product Teams, Research, Operations and other stakeholders to build business synergies and enhance client experience.
- Monitor market developments and proactively identify investment opportunities for clients.
- Ensure adherence to regulatory, compliance and risk management standards.
Eligibility & Experience
- Minimum 10 years of experience in investment product sales within the BFSI sector.
- Proven experience in managing HNI/UHNI clients and delivering advisory-led investment solutions.
- Strong understanding of multiple investment asset classes and market dynamics.
- Demonstrated track record of AUM growth, client acquisition and revenue generation.
- Experience in stakeholder management and cross-functional collaboration.
- Robust analytical, relationship management and presentation skills.
Educational Qualification
- Postgraduate degree (MBA preferred) OR
- CA / CFA or equivalent professional qualification.
Success Measures
- Growth in AUM and investment revenues.
- New client acquisition and wallet share expansion.
- Increased product penetration across client portfolios.
- Effective stakeholder collaboration and client satisfaction outcomes.