Lead the sales strategy for investment product sales across multiple channels including Affluent Banking, NR, Branch Banking, and other distribution channels. Drive channel adoption, optimize RM-assisted journeys and deliver data-driven insights to enhance product penetration & revenue outcomes.

Develop and execute channel-specific sales strategies to accelerate investment product penetration across Affluent, NR, Branch Banking, and allied channels.
Own annual planning by aligning sales budgets, targets, and growth objectives with channel strategies.
Drive ongoing sales capability building through structured training, performance coaching, and productivity management of RMs and sales teams.

Data Analytics & Business Intelligence

Deliver actionable insights to channel heads and leadership teams through robust dashboards, MIS, and performance reports.
Leverage customer, RM, and transaction data to identify growth opportunities,



underpenetrated segments, and regional trends.

Identify friction points in the investment journey and partner with technology, operations, and product teams to deliver scalable solutions.
Liaise closely with AMCs and external partners to design joint initiatives, training programs, and targeted sales pushes across channels.

Postgraduate degree with over 8 years of experience. Would prefer candidates with sales experience in wealth management, retail/channel sales and investment product strategy.
Robust product knowledge in financial services and investment solutions, with a focus on HNI sales.
Advanced proficiency in MS Excel/PPT for campaign analysis, productivity tracking, and review preparation.

📌 Product Manager (Banking) (Mumbai)
🏢 Kotak Securities
📍 Mumbai