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Investment Specialist-Branch Banking-Branch Banking-Regional sales

Kotak Mahindra Bank Limited


    Job Description

    More Info

    Recruiter Info

7-8 Years
a month ago
44 Viewed
0 Applied

Job Description

job Role

  • Ownership of the Investments target of the Region / Area that they are mapped to.
  • Increase of Mutual Fund AUM for the mapped Region / Area.
  • Penetration of client base for creating new investors in MF / investments from existing client base
  • Increase in (investments products) productivity of RMs
  • Acquisitions (NTB) attributed to presence of IC i.e NTB opened by RMs on the back of investments due to the presence of the IC
  • Qualitative
    • Client meetings / coverage / joint calls
    • Portfolio construction and reviews
    • Training & Development.

Process adherence

Job Requirements

  • 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

Educational Qualifications

  • Post graduate, preferably MBA
  • CFP will be preferred

Experience Profile 7-8 years work experience in NBFC, Banks, Mutual Fund industry

Personality Traits

  • Able to drive people
  • Good interpersonal skills

Smart dresser & presentable


Kotak Mahindra Bank Limited is an Indian banking and financial services company headquartered in Mumbai. It offers banking products and financial services for corporate and retail customers in the areas of personal finance, investment banking, life insurance, and wealth management.


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Last Updated: 15-06-2024 06:36:08 AM
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