Vice President/Senior Vice President - Product Sales - Investment Advisory

Description:

Job Role: Product Sales

Designation: VP / SVP

Location: New Delhi or Mumbai with weekly travel to Delhi

Experience: 7-12 years in Wealth Management (preferably Product or IC function)

Reporting To: Products Team (with close collaboration with Delhi-based Wealth RMs)

Role Overview:

We are seeking a dynamic and market-savvy Product Sales professional to join our Products team as VP/SVP in New Delhi. This role will be a key interface between the central product team and local Wealth RMs, ensuring investment products are well understood, effectively positioned, and successfully driven with clients. The role demands strong product knowledge, client engagement ability, and the drive to support business growth through on-ground collaboration.

Roles & Responsibilities:

- Act as the bridge between the central product team and on-ground Wealth RMs/Advisors.

- Regularly engage with local RMs, Advisors, Clients, and Family Offices to enhance awareness and knowledge of investment products.

- Interact with investment managers and fund managers to stay updated on product performance, strategy, and outlook.

- Disseminate regular product updates, market insights, and investment strategies to the Wealth RMs/Advisors.

- Gather constant on-ground feedback and share actionable insights with the central product team to fine-tune offerings.

- Work closely with branch heads, RMs, and Advisors to drive sales and improve product penetration.

- Contribute to training sessions, product workshops, and client engagement initiatives.

Experience Required:

- 7-12 years of relevant experience in Wealth Management, preferably in a Product Management / Investment Counselling function.

- Strong understanding of financial products across asset classes mutual funds, PMS, AIFs, structured products, fixed income, equities, and alternates.

- Excellent communication and presentation skills, with proven ability to influence stakeholders and clients.

- Demonstrated ability to work closely with relationship managers and support business growth through product advisory.

- Strong analytical and market research skills.