Investments product Sales Manager_AFFLUENT_0465_1288_1101813

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.

• →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.

• 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.
• Strong analytical, relationship management and presentation skills.

• Postgraduate degree (MBA preferred) OR
• CA / CFA or equivalent professional qualification.

• 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.