Investment & Portfolio Manager

Niyam Investments; Mumbai; On-site; INR 400,000 - 800,000; Full time

Job summary

Niyam Investments is seeking a result-oriented Investment Sales & Client Onboarding Manager in Mumbai. This role focuses on driving client acquisition, investment conversions, and onboarding across a variety of financial products. You will identify new clients, manage the onboarding process, and maintain client relationships for repeat investments.

Ideal candidates should have a strong understanding of financial products, excellent communication skills, and a proven track record in sales. The position offers a full-time contract with a compensation structure linked to performance incentives.

Qualifications

• 1-3 years of experience in financial sales or wealth management.
• Strong understanding of investment products and financial markets.
• Ability to work in a target-driven, performance-oriented environment.

Responsibilities

• Identify and acquire new clients through various leads.
• Manage the complete onboarding process including KYC and documentation.
• Maintain ongoing engagement with clients for repeat investments.

Skills

Financial sales

Client acquisition

Negotiation skills

Communication skills

Job description

We are hiring a result-oriented Investment Sales & Client Onboarding Manager responsible for driving client acquisition, investment conversions, and end-to-end onboarding across a wide range of financial products. This is a core revenue-generating role, where the primary focus is on closing deals, activating clients, and building scalable investor relationships. The ideal candidate should have a strong understanding of financial products and the ability to convert prospects into active investors through structured pitching and follow-ups.

Key Responsibilities

• Sales & Client Acquisition (Primary Focus): Identify, approach, and acquire new clients through personal network, referrals, and firm-generated leads; pitch and close investment opportunities across multiple financial products; drive consistent monthly revenue and client acquisition targets; build a strong pipeline and actively track leads to conversion.
• Client Onboarding & Execution: Manage complete onboarding process including KYC, documentation, and account setup; ensure smooth execution of transactions and timely client activation; coordinate with internal teams for deal closure, processing, and settlement; handhold clients through initial investment journey to ensure participation.
• Relationship Management & Retention: Maintain ongoing engagement with clients for repeat investments; upsell and cross‑sell relevant financial products based on client profile; provide timely updates on new opportunities and market developments.

Products & Services (Sales Coverage)

• Unlisted Shares & Pre‑IPO Opportunities
• Listed Equity & Broking
• Debentures, NCDs & CCPS
• Bonds & Fixed Income Products
• Mutual Funds & Portfolio Allocation
• Insurance Solutions
• Loans & Structured Financing Products
• Wealth Planning & Tax‑Saving Solutions

Compensation Structure

Fixed Salary + High Performance Incentives. Earnings directly linked to revenue generated, client onboarding, and deal closures.

Requirements

• 1–3 years of experience in financial sales / wealth management / investment advisory
• Strong understanding of investment products and financial markets
• Proven ability or clear inclination towards sales, client acquisition, and deal closure
• Excellent communication, negotiation, and persuasion skills
• Ability to work in a target‑driven, performance‑oriented environment
• Experience in client onboarding and documentation processes is preferred
• Self‑motivated with a strong ownership mindset

Quick Info

Department: Finance & Sales
Job Type: Full‑time
Experience: 1 to 3 years