Investments product Sales Manager-AFFLUENT-Investment Counselors
At a glance
Mid-level Sales Leadership role at Hcbt. Mumbai · full-time.
Pay not stated
growthroles summary, based on the employer's posting.
What you'll do
- Sell Mutual Funds, PMS, AIFs, Structured Products, Bonds, Equities and other alternatives
- Advise HNI and UHNI clients on portfolio growth, wealth creation and suitable investment solutions
- Win new clients while expanding existing relationships, AUM, revenue and wallet share
- Use research, market intelligence and market developments to identify client investment opportunities
- Coordinate with Relationship Managers, Product, Research and Operations teams on client outcomes and compliance
What you bring
- At least ten years selling investment products within the BFSI sector
- A record of advising HNI or UHNI clients and growing AUM, revenue and client relationships
- Working knowledge of several investment asset classes and market dynamics
- A postgraduate degree, preferably an MBA, or CA, CFA or an equivalent qualification
Who this fits
This role suits an experienced investment sales manager who combines advisory-led client management with acquisition and portfolio expansion. You should be comfortable serving HNI and UHNI clients, presenting investment ideas, and working across internal teams. The role is based in Mumbai and is full-time.
From the employer
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.
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