Investment Specialist – Affluent Banking

We are hiring passionate and result-oriented professionals for the role of Investment Specialist – Affluent Banking at Kotak Mahindra Bank, Ahmedabad.

Role Highlights:

• Manage and grow a portfolio of affluent/HNI clients

• Drive sales of investment products – Mutual Funds, Insurance, PMS, Bonds, etc.

• Provide customized wealth solutions aligned with client financial goals

• Collaborate with Relationship Managers to enhance overall client experience

Ideal Candidate:

• Experience in Wealth Management / Affluent Banking / Investment Advisory

• Strong understanding of financial markets & investment products

• Excellent communication & relationship management skills

• Target-driven with a client-first approach

• Candidates from Asset Management Companies and Banking background will be preferred

Interested candidates can share their resumes at:

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