Investment Specialist

2 days ago

New Delhi, India Kotak Mahindra Bank Full time

Job Role:- Ownership of the Investments target of the Branch Banking channel mapped to Increase the Mutual Fund AUM for the mapped Area - Penetration of client base for creating new investors in MF / investments from existing client base - Increase in (investments products) productivity of Phone Banking officers - Acquisitions (NTB) attributed to presence of IC i.e NTB opened by officers on the back of investments due to the presence of the IC - Other Key areas to be done periodically - Officers training - Driving business /coordinating with Sr. RCMS /National Head - Client coverage / joint phone calls - Portfolio construction and reviews are done periodically by self and team - Training & Development for new joiners for better performance - Process adherence - Dynamic person who can think and implement new strategies for customer acquisition, penetration and retention.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.

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