Investments Product Sales Manager

Kotak; Mumbai; On-site; INR 4,000,000 - 6,000,000; Full time

Job summary

Kotak is seeking an experienced Investment Product Sales Manager to drive AUM growth and advisory-led engagement with HNI/UHNI clients in Mumbai. The role emphasizes building client relationships, cross-functional collaboration, and regulatory compliance.

The candidate should bring a strong track record in asset-class knowledge, portfolio growth, and revenue generation, with 10+ years in BFSI investment product sales. MBA or CA/CFA credentials are preferred.

Qualifications

• Minimum 10 years of experience in investment product sales within BFSI.
• 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.

Responsibilities

• Drive investment product sales across asset classes including Mutual Funds, PMS, AIFs, Structured Products, Bonds, Equities and Alternative 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.

Skills

Investment product sales

HNI/UHNI client management

Cross-functional collaboration

Analytical skills

Relationship management

Education

MBA or CA/CFA equivalent

Job description

Location: Mumbai, Maharashtra, India

Location: Mumbai

Investment Product Sales Manager

Role Purpose

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.

Key Responsibilities

• 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.

Eligibility & Experience

• 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.

Educational Qualification

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

Success Measures

• 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.