Investment Specialist

The Investment Specialist Affluent Banking role at Kotak Mahindra Bank involves managing high-net-worth client portfolios and driving investment product sales.

Key Responsibilities

• Portfolio Management: Own investment targets and grow portfolios for affluent or high-net-worth (HNI) priority clients.
• Product Sales: Drive sales of investment options like mutual funds, insurance, portfolio management services (PMS), and bonds.
• Client Acquisition: Source new bank customers through individual efforts and external channels while cross-selling bank products.
• Customized Advisory: Provide tailored wealth solutions and conduct special sales events or initiatives for clients.
• Service Delivery: Coordinate with internal investment desks and group companies to ensure seamless execution and regulatory compliance.

Ideal Candidate Profile

• Experience: Usually requires 2 to 5 years of background in wealth management, affluent banking, or investment advisory.
• Skills: Strong financial market knowledge, robust interpersonal communication, and a target-driven mindset.
• Background: Preferences often lean toward candidates with prior experience in banking or asset management companies (AMCs)
• Age: Below 40 only

Job Role

• Ownership of the Investments target of the Affluent channel
• 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 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

Note: Only relevant candidates will be considered.