Manager - Investment Products

5 days ago


Mumbai, India Motilal Oswal Wealth Management Full time

Job Description Job Summary: The Manager Investment Products will assist in developing and executing sales strategies for investment products, support the Area Manager in business growth initiatives, and manage relationships with key clients and stakeholders. The role requires market research, sales data analysis, and team coordination to ensure achievement of targets while maintaining compliance with regulatory requirements. Roles and Responsibilities: - Assist in the development and implementation of sales strategies and plans for the assigned area. - Support the Area Manager in identifying potential customers, markets, and business opportunities. - Coordinate with sales teams to ensure achievement of targets and objectives. - Conduct regular market research and competitor analysis to stay updated on trends and client needs. - Develop and maintain strong relationships with key clients, stakeholders, and business partners. - Support the Area Manager in recruiting, training, and managing the sales team in the area. - Analyze sales performance data and prepare regular reports for senior management. - Ensure compliance with all legal, regulatory, and company policies. - Provide guidance and expertise on investment products and services to clients and team members. - Collaborate with internal teams to improve sales processes, client service, and business growth.



  • Mumbai, Maharashtra, India Anand Rathi Share and Stock Brokers Ltd Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Role & Responsibilities:Job Description· Leading the investment products like Mutual Funds, PMS and AIFs in terms of ownership from end to end. Responsible for bringing new ideas after understanding their positioning in line with market and internal outlook· Running independent MF ranking/evaluation and maintain the quarterly ranking output· Prepare and...


  • Mumbai, India Motilal Oswal Wealth Management Full time

    Job Description Job Summary: The Relationship Manager Investment Products will be responsible for managing and expanding a portfolio of high-net-worth clients by offering customized investment solutions and financial planning advice. The role involves understanding client goals, designing investment strategies, and ensuring superior service delivery to...


  • Mumbai, Maharashtra, India Klay Securities Full time ₹ 1,50,00,000 - ₹ 2,50,00,000 per year

    We are seeking an Investment Products Specialist to drive our product offerings. The ideal candidate will have a deep understanding of investment products, market trends, and regulatory requirements in India. The role involves curating and managing investment solutions tailored to ultra-high-net-worth individuals (UHNWIs) and institutions.Roles &...

  • Product Manager

    5 days ago


    Mumbai, India Standard Chartered Bank Full time

    This job is with Standard Chartered Bank, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.Job Summary•The Product manager will manage the Managed Investment business from a product perspective including P&L management, new product development,...


  • Chandigarh, Kolkata, Mumbai, India Quick Turtle Full time

    Job Description Area Manager - Investment Products QuickTurtle is seeking a driven Area Manager - Investment Products to lead and inspire a team of Wealth Managers. If you have extensive experience in wealth management, a proven track record in leading sales teams, and expertise across a broad range of investment products, we invite you to drive our growth...


  • Mumbai, Maharashtra, India Kotak Mahindra Bank Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    HO Product Team - TPP-HO & SUPPORT-Third Party Products Department Kotak Mahindra Bank Limited Location Kotak Bank - infinity Number of Positions 1 Position Grade M5/M6 Job Name Channel Lead- Investment Product · Managing internal bank channels: Affluent Segment, Branch banking, 811, SKY channel for adoption and driving sales for investment...


  • Mumbai, India Anand Rathi Share And Stock Brokers Ltd Full time

    Role & Responsibilities:Job Description· Leading the investment products like Mutual Funds, PMS and AIFs in terms of ownership from end to end. Responsible for bringing new ideas after understanding their positioning in line with market and internal outlook· Running independent MF ranking/evaluation and maintain the quarterly ranking output· Prepare and...


  • Mumbai, India Anand Rathi Share and Stock Brokers Ltd Full time

    Role & Responsibilities:Job Description· Leading the investment products like Mutual Funds, PMS and AIFs in terms of ownership from end to end. Responsible for bringing new ideas after understanding their positioning in line with market and internal outlook· Running independent MF ranking/evaluation and maintain the quarterly ranking output· Prepare and...


  • Mumbai, India Marsh McLennan Full time

    We are seeking a talented individual to join our Investments team at Mercer. This role will be based in Mumbai. This is a hybrid role that has a requirement of working at least three days a week in the office. Manager – Investments Sustainable Investments The Sustainable Investment Analyst will sit within Mercer’s Investment Management (IM) team...


  • Mumbai, India Marsh McLennan Full time

    We are seeking a talented individual to join our Investments team at Mercer. This role will be based in Mumbai. This is a hybrid role that has a requirement of working at least three days a week in the office. Manager – Investments Sustainable Investments The Sustainable Investment Analyst will sit within Mercer’s Investment Management (IM) team...