Investment Specialist-Branch Banking-Branch Banking-Regional sales
1 week ago
Job Description Investment Specialist Branch Banking | Job code-194110 Grade- M4/M5 || Location : Hyderabad 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. Eligibility .Spent twelve months (applicant for same grade role)/eighteen months (applicant for next grade role) in the same division function role. .Applications can be made for roles in same level or one level above. . Post graduate, preferably MBA, CFA, CFP will be preferred. Application .Step 1: Click Here to login to Kotak FastTrack portal .Step 2: If you know the Job Code, enter the code and remove the default location (Your location as per HRMS) for the opportunities outside your location .Step 3: Click on the Job Title .Step 4: Click on Apply and fill the form and click on Submit to complete the FastTrack application process . For other Kotak Group Companies: If you wish to apply for the above positions, please send in your application to [Confidential Information]
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Mumbai, India Kotak Mahindra Bank Limited Full timeJob Description As an Investment Specialist, you will play a crucial role in our Branch Banking-Sales department. Your primary focus will be on understanding customer needs and offering tailored investment products and services. You will be responsible for building strong relationships with clients, providing expert advice, and ensuring a seamless sales...
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Mumbai, India Kotak Mahindra Bank Limited Full timeJob Description As an Investment Specialist, you will be responsible for promoting and selling a range of investment products to our branch banking customers. Your role will involve building strong relationships with clients, understanding their financial goals, and offering tailored investment solutions. You will work closely with our banking team to ensure...
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Branch Manager-BRANCH BANKING-Branch Banking
2 weeks ago
Bengaluru, India Kotak Mahindra Bank Limited Full timeJob Description Branch Manager Department Retail Liabilities - Branch Banking Location Position Grade Job Role: - Achieving Business Objectives for the Branch in terms of Value, Productivity, & Volume Metrics. - Revenue Generation through Sales of CASA, Assets, TPP of MF / LI / GT etc. through varied Bank Channels. - Mentor Sales & Operations Teams. -...
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Branch Manager-BRANCH BANKING-Branch Banking
3 weeks ago
India Kotak Mahindra Bank Limited Full timeJob Description - Achieving Business Objectives for the Branch in terms of Value, Productivity, & Volume Metrics. - Revenue Generation through Sales of CASA, Assets, TPP of MF / LI / GT etc. through varied Bank Channels. - Mentor Sales & Operations Teams. - Responsible for YoY Deliverables & Growth of Fee & Non-Fee Income based Products. - Enhancements of...
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Regional Manager
4 weeks ago
Mumbai, India Tata AIA Life Full timeJob Description Role description JOB DESCRIPTION:REGIONALMANAGER| PSU BANCASSSURANCE PARTNERSHIP A.Position Overview Position Title Regional Manager Department Central Bank of India Level/ Band Manager Role Summary: -Liase with Bank's Regional officers and Zonal Officersan -d ensure alignment on Life Insurance Business -Visitzones and...
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Branch Manager-branch Banking-branch Banking
4 weeks ago
India Kotak Mahindra Bank Full timeJob Category KMBL Degree Level Bachelor s Degree Job Role Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non-deposit products Cross selling targets progressively Sale of MF and Insurance products Fee Income Branch Administration Regulatory Compliance Manage productivity and overall morale of branch team...
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Delhi, India Kotak Mahindra Bank Limited Full timeJob Description Deputy Branch Manager - Branch Banking - Lead a team of Relationship Managers / Sr. Branch Relationship Managers. - Ensuring the sales of CASA, TPP and other asset products through Relationship Managers / Sr. Branch Relationship Managers. - Driving customer coverage and Ensuring customer engagement & Retention. - Drive productivity through...
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Relationship Associate
2 weeks ago
Ranchi, India Max Financial Services Full timeJob Description JOB DESCRIPTION Job Title: Relationship Associate/ Associate Sales Manager/Financial Sales Manager Band: 5/5A/5B Reporting To: Centre Manager Department: Bancassurance - Yes Bank JOB SUMMARY: Takes responsibility of fulfilling leads & prospecting new business from the assigned areas/ branches of channel partner KEY RESPONSIBILITIES: -...
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Unit Sales Manager
2 days ago
Hyderabad, India ICICI Lombard Full timeJob Description Role : Unit Sales Manager - Branch Banking Band VA/B Business Group Retail Vertical Branch Banking Location: Bangalore/Hyderabad Role Objective - Responsible for channel management in the area assigned - Cultivating and maintaining relationship with channel partner and branch staff - Conducting training programs for the branch staff,...
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Associate Sales Manager
3 weeks ago
Delhi, India Max Financial Services Full timeJob Description Job Description Job Title Associate Sales Manager Location Branch Name (as per requirement) Department Bancassurance Function Bancassurance YBL - Sales Reporting to Center Manager Band 5A Function Summary The Bancassurance Department within Axis Max Life Insurance plays a critical role in driving the distribution of life insurance products...
