Investment Specialist-Branch Banking
1 week ago
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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Mumbai, Maharashtra, India Kotak Mahindra Bank Limited Full timeJob DescriptionInvestment Specialist - RMCE|| Job code-160076Grade- M4/M5 || Location : MumbaiJob RoleOwnership of the Investments target of the Branch Banking channel mapped to Increase the Mutual Fund AUM for the mapped AreaPenetration of client base for creating new investors in MF / investments from existing client baseIncrease in (investments products)...
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Branch Banking Specialist
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Mumbai, Maharashtra, India Kotak Mahindra Bank Full timeJob Overview:Kotak Mahindra Bank is seeking a skilled Branch Banking Specialist to join our team. In this role, you will be responsible for delivering exceptional customer service and ensuring compliance with regulatory requirements.Key Responsibilities:Handling personalized service requests of customersGenerating timely business MISEnsuring strict adherence...
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DVP /VP Branch Manager Retail
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DVP /VP Branch Manager Retail
2 weeks ago
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DVP /VP Branch Manager Retail
1 week ago
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DVP /VP Branch Manager Retail
1 week ago
Mumbai, Maharashtra, India Banking Full timeBranch Mgr - New Upcoming Flagship BranchesHaving Openings for AVP / DVP Branches as wellPan Mumbai- Most PreferredSouth Mumbai / Western MumbaiRetail Branch Banking Segment ( Mumbai)Divyaa - qcprofile@gmail.com Sr. Key Responsibilities 1 Achieving growth and hitting sales targets by successfully managing the PCARM team for the cluster2 Designing and...
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Mumbai, Maharashtra, India Kotak Mahindra Bank Full timeInvestment Relationship ManagerKRAs Developing and managing banking relationships with a select group of customers who are part of the portfolio mapped for their Financial Planning Insurance and Investment Requirements Ensures high levels of customer service orientation and application of bank policy Informs customers of new products or product...
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Service Manager-branch Banking-branch Banking
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Mumbai, Maharashtra, India Kotak Mahindra Bank Full timeService Manager- Branch Banking KRAs xef x82 xb7 Lead the entire Branch Operational activities of an individual Branch Mega Large Branches xef x82 xb7 Manage a Service Team xef x82 xb7 Co-ordinate the audit of the branch - Ensuring strict adherence to compliance audit and regulator and procedural compliance requirements xef x82 xb7 Ensuring...
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