Investment Specialist

8 - 10 years

3 - 7 Lacs

Posted:5 hours ago| Platform: Naukri logo

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Work Mode

Work from Office

Job Type

Full Time

Job Description

Investment Specialist - RMCE||

Job Role

Ownership of the Investments target of the Branch Banking channel mapped to Increase the Mutual Fund AUM for the mapped Area

Penetration of client base for creating new investors in MF / investments from existing client base

Increase in (investments products) productivity of Phone Banking officers

Acquisitions (NTB) attributed to presence of IC i.e NTB opened by officers on the back of investments due to the presence of the IC

Other Key areas to be done periodically

Officers training

Driving business /coordinating with Sr. RCMS /National Head

Client coverage / joint phone calls

Portfolio construction and reviews are done periodically by self and team

Training Development for new joiners for better performance

Process adherence

Dynamic person who can think and implement new strategies for customer acquisition, penetration and retention.

Job Requirements


8-10 years work experience in NBFC, Banks, Mutual Fund industry


In depth domain knowledge of

Mutual Fund investments in detail, PMS

Equity Market. Current Economy

Distribution / Channel management


Good communication and presentation skills, Good interpersonal skills


Ability to work with other people well, Willing to travel.


Pro-activeness to know things and drive business and people.






Eligibility




Spent twelve months (applicant for same grade role)/eighteen months (applicant for next grade role) in the same division function role.


Applications can be made for roles in same level or one level above.


Post graduate, preferably MBA, CFA, CFP will be preferred.




Application




Step 1: Click Here to login to Kotak FastTrack portal


Step 2: If you know the Job Code, enter the code and remove the default location (Your location as per HRMS) for the opportunities outside your location


Step 3: Click on the Job Title


Step 4: Click on Apply and fill the form and click on Submit to complete the FastTrack application process



For other Kotak Group Companies: If you wish to apply for the above positions, please send in your application to Dinesha.m@Kotak.com

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Kotak Mahindra Bank logo
Kotak Mahindra Bank

Banking

Mumbai Maharashtra

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