Job Description

Role Summary

Lead the sales strategy for investment product sales across multiple channels including Affluent Banking, NR, Branch Banking, and other distribution channels. Drive channel adoption, optimize RM-assisted journeys and deliver data-driven insights to enhance product penetration & revenue outcomes.

Key Responsibilities

Channel Sales Strategy & Enablement

• Develop and execute channel-specific sales strategies to accelerate investment product penetration across Affluent, NR, Branch Banking, and allied channels.
• Own annual planning by aligning sales budgets, targets, and growth objectives with channel strategies.
• Negotiate and finalize KRAs within RM SOP frameworks, ensuring alignment between business priorities and frontline execution.
• Lead and manage investment product sales drives, including campaign design, execution governance, and outcome tracking.
• Ensure senior leadership engagement and coverage during key sales initiatives and product strategy updates.
• Drive ongoing sales capability building through structured training, performance coaching, and productivity management of RMs and sales teams.

Data Analytics & Business Intelligence

• Deliver actionable insights to channel heads and leadership teams through robust dashboards, MIS, and performance reports.
• Design and present analytical, insight-led decks for leadership reviews, enabling informed decision-making on sales strategy and product prioritization.
• Leverage customer, RM, and transaction data to identify growth opportunities, underpenetrated segments, and regional trends.

Product Journey & Penetration Enhancement

• Recommend and drive process re-engineering, system enhancements, and automation initiatives to simplify RM-assisted journeys and improve customer conversion.
• Identify friction points in the investment journey and partner with technology, operations, and product teams to deliver scalable solutions.
• Provide product- and region-specific insights to sharpen sales focus and optimize campaign effectiveness.
• Liaise closely with AMCs and external partners to design joint initiatives, training programs, and targeted sales pushes across channels.

Job Requirements

• Postgraduate degree with over 8 years of experience. Would prefer candidates with sales experience in wealth management, retail/channel sales and investment product strategy.
• Strong product knowledge in financial services and investment solutions, with a focus on HNI sales.
• Advanced proficiency in MS Excel/PPT for campaign analysis, productivity tracking, and review preparation.
• Excellent interpersonal skills and stakeholder management capabilities.
• Adaptable and committed to continuous learning and improvement