3 - 6 years

5 - 8 Lacs

Nagpur Bengaluru Mumbai (All Areas)

Posted:1 month ago| Platform: Naukri logo

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Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

  • Meeting Clients & developing trust & relationship

  • Customer interactive role with Portfolio Management experience

  • Portfolio/Investment engineers, who can help in designing portfolios

  • Advice and suggesting different investment avenues to HNI Clients

  • Acquiring and catering to new HNI Clients

  • Growing the existing AUM book size

  • Products- Mutual Funds/ PMS/ AIF

Job Requirements:

  • Knowledge of personal finance (Taxation, Deductions & Benefits)

  • Knowledge of financial products (Fixed income and equity products)

  • Updated on current affairs

  • Excellent communication skills

  • Team Player

  • Open to learn

  • Should have knowledge of MS office

Educational Qualifications and Certifications:

  • Graduation Mandatory

  • NISM VA Compulsory

  • NISM XXIA (Preferred)

Growth & Opportunities:

  • Be a part of a growing channel

  • Networking opportunities with UHNI

  • Gain in depth knowledge of various Asset Classes

Benefits

  • To work with the highest bonus paying AMC in India


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Kotak Mahindra Asset Management Company logo
Kotak Mahindra Asset Management Company

Finance / Asset Management

Mumbai

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