Investments product Sales Manager-AFFLUENT-Investment Counselors

Role Overview

We are looking for an experienced Investment Product Sales Manager 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.

What You Will Do

Drive investment product sales across asset classes, manage and advise HNI/UHNI client relationships, acquire new clients and strengthen existing relationships to achieve AUM and revenue growth targets.

Why It Might Be a Fit

The role requires strong investment acumen, client management capability, and the ability to collaborate across internal stakeholders to deliver superior client outcomes.

Requirements

• 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