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Kotak Mahindra Bank logo

Investment Specialist - Ahmedabad, Surat & Rajkot

8 - 13 years

8 - 18 Lacs

Ahmedabad Rajkot Surat

Posted:17 hours ago| Platform: Naukri logo

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Skills Required

Mutual Funds PMS Aif Wealth Management Bonds MF Investment Advisory Financial Advisory Investment Products Investment

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Work from Office

Job Type

Full Time

Job Description

Job Locations: AHMEDABAD, VADODARA, SURAT & RAJKOT Role Name: Investment Specialist - Branch Banking / Affluent Channel JOB ROLE: DEVELOPS NEW AND EXPANDS EXISTING HIGH NET WORTH CUSTOMER RELATIONSHIPS FOR LIABILITIES BY SOURCING CATEGORY A PRIORITY CUSTOMERS. SOURCES NEW BANK CUSTOMERS THROUGH EXTERNAL INDIVIDUAL EFFORTS AND ACQUISITION CHANNEL. ENSURES HIGH LEVELS OF CUSTOMER SERVICE ORIENTATION AND APPLICATION OF BANK POLICY. CROSS SELLS BANK PRODUCTS TO EXISTING SET OF CUSTOMERS INFORMS CUSTOMERS OF NEW PRODUCTS OR PRODUCT ENHANCEMENTS TO FURTHER EXPAND THE BANKING RELATIONSHIP. PLANS AND CONDUCTS SPECIAL SALES INITIATIVES AND EVENTS FOR PROSPECTIVE AND EXISTING CLIENTS. COORDINATES WITH OTHER GROUP COMPANIES TO PROVIDE SEAMLESS ACCESS TO OTHER PRODUCTS. MAINTAINS COMPLETE RELATIONSHIP RECORD FOR ASSIGNED CUSTOMER ACCOUNTS. JOB REQUIREMENT: DEVELOPING AND MAINTAINING BANKING RELATIONSHIPS WITH A SELECT GROUP OF HIGH NET WORTH CUSTOMERS THROUGH INDIVIDUALIZED CUSTOMER SERVICES. ADEPT AT CONSTRUING FINANCIAL REPORTS & HANDLING MIS GENERATION. POST GRADUATE - 6 -10 YEARS OF EXPERIENCE AMFI / IRDA

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Kotak Mahindra Bank
Kotak Mahindra Bank
www.kotak.com

Banking

Mumbai Maharashtra

10001 Employees

218 Jobs

    Key People

  • Uday Kotak

    Executive Vice Chairman and Managing Director

  • Shanti Ekambaram

    Group President - Consumer Banking

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