Investments product Sales Manager-AFFLUENT-Investment Counselors
Kotak Mahindra Bank — Mumbai, MUMBAI
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Job Description
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.
Frequently Asked Questions
What are the eligibility criteria for the Investments product Sales Manager-AFFLUENT-Investment Counselors job at Kotak Mahindra Bank?
Eligibility typically includes the qualifications and experience outlined in the job description above, with around 0-5 Years years of relevant experience expected for this role.
What are the primary responsibilities of a Investments product Sales Manager-AFFLUENT-Investment Counselors at Kotak Mahindra Bank?
The key responsibilities for this role are detailed in the Key Responsibilities section above, covering the core duties expected of a Investments product Sales Manager-AFFLUENT-Investment Counselors at Kotak Mahindra Bank.
Is prior experience required for this position?
This role requires around 0-5 Years years of relevant experience, as specified in the job listing. Please refer to the Qualifications & Experience section above for full details.
What skills are important for this role?
Skills relevant to this position are outlined in the Qualifications & Experience section above. In general, strong communication, domain knowledge, and the ability to meet role-specific targets are valued across similar BFSI positions.
How do I apply for the Investments product Sales Manager-AFFLUENT-Investment Counselors role at Kotak Mahindra Bank?
You can apply directly using the Apply Now button on this page, which will take you to Kotak Mahindra Bank's application process for this role.
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