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Investments product Sales Manager_AFFLUENT_0465_1288_1101813

MumbaiFull-time10–18 yrsPosted 2 days ago

Leadership sales role at Kotak Mahindra Bank in Mumbai. Needs 10+ years and an MBA, CA or CFA.

About the role

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.

What you'll do

  • 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

What you need

  • Sales
  • CFA
  • Mutual funds

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