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Investment Specialist - Jaipur, Rajasthan

Investment Specialist - Jaipur, Rajasthan

Kotak Mahindra Bank

8 - 13 years

8 - 18 Lacs

Jaipur

Posted:1 week ago| Platform:

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Skills Required

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

Work Mode

Work from Office

Job Type

Full Time

Job Description

Job Profile: Job location : Jaipur Role Name : Investment Specialist - Branch Banking/Affluent 1. Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category 2 2.A priority customers Sources new bank customers through external individual efforts and acquisition channel 3.Ensures high levels of customer service orientation and application of bank policy Cross sells bank products to existing set of Customers 4. Informs customers of new products or product enhancements to further expand the banking relationship 5. Plans and conducts special sales initiatives and events for prospective and existing clients 6. Coordinates with other group companies to provide seamless access to other products 7. Maintains complete relationship record for assigned customer accounts Job requirements: 8.Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services MIS generation Graduate/Post Graduate - 8 years of experience with AMFI / IRDA

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Kotak Mahindra Bank

www.kotak.com

Banking

Mumbai Maharashtra

10001 Employees

190 Jobs

Key People

Uday Kotak

Executive Vice Chairman and Managing Director
Shanti Ekambaram

Group President - Consumer Banking
Vivek Ahuja

Group President - Wholesale Banking

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Investment Specialist - Jaipur, Rajasthan

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Investment Specialist - Jaipur, Rajasthan

Experience & Salary

Skills Required

Work Mode

Job Type

Job Description

More Jobs at Kotak Mahindra Bank