Investments product Sales Manager AFFLUENT 0465 1288 1101813

Kotak Mahindra Bank·Mumbai

Pay not stated10–18 yrsFull-time

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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