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Investment Counsellor - Branch Banking-Branch Banking-Regional sales

6 - 8 years

3 - 4 Lacs

Surat

Posted:22 hours ago| Platform: Naukri logo

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Skills Required

hni presentation skills sales investment products portfolio investment advisory asset allocation financial products financial modelling portfolio management financial planning wealth management asset fixed income branch banking

Work Mode

Work from Office

Job Type

Full Time

Job Description

About The Role JOB DESCRIPTION ROLE : Investment Specialist Branch Banking - Sales GradeM1 Associate Vice President (M5) / Deputy Vice President (M6) FUNCTION Branch Banking-Sales SEGMENT CONSUMER BANK LOCATION : JOB DESCRIPTION Job Role "¢ Manage financial planning of HNI clients, identify their needs and provide them with suitable products and asset allocation. "¢ Detailed Performance analysis of client portfolios and periodical review the portfolio "¢ Build and deepen relationships with existing HNI clients to achieve increase in share of wallet. "¢ Assist RM in acquiring newrelations / customers. "¢ Drive sales of financial products to suitable client portfolios Job Requirements "¢ 6-8 years of experience in financial & banking industry with relevant experience in investments "¢ High understanding of investment ideas across equity, fixed income and Alternates from a client suitability point of view "¢ High understanding of investment products "¢ Ability to initiate and hold interactions with HNI Clients and deepen the relationships. PERSONALITY TRAITS & REQUIRED SKILLS: Should have the business acumen to spot the opportunities and make a business case to penetrate the market by preparing catchment specific strategy Ability to engage with various channels across Consumer Bank and leave a positive impact in every interaction Must be an effective communicator. Need to have good articulation skills Blend of Service and Sales orientation Min. 5-7 Year of Relevant Experience. Should possess good analytical & presentation skills. QUALIFICATION : Graduation Compulsory MBA / PG Preferred AMFI / IRDA Certification - Mandatory

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Kotak Life Insurance
Kotak Life Insurance
www.kotaklife.com

Insurance

Jaipur

4000+ Employees

1599 Jobs

    Key People

  • Mahesh Balasubramanian

    Managing Director & CEO

  • Kavitha Kamath

    Executive Vice President

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