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The Role
Drive investment product sales and AUM growth among HNI and UHNI clients. Manage and advise client relationships, acquire new clients, expand wallet share, and deliver advisory-led solutions across mutual funds, PMS, AIFs, structured products, bonds, equities, and alternative investments. Collaborate with relationship managers, research, product, and operations teams while ensuring regulatory, compliance, and risk standards.
Summary Generated by Built In
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.
Skills Required
- Minimum 10 years of experience in investment product sales within the BFSI sector
- Experience managing HNI and UHNI clients
- Experience 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, preferably an MBA, or CA, CFA, or equivalent professional qualification
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The Company
