Investment Specialist-branch Banking-branch Banking-sales
1 week ago
Job Category Consumer Bank Degree Level Bachelor s Degree 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 a seamless customer experience and drive sales growth Responsibilities Develop and execute a sales strategy to achieve individual and team sales targets Conduct thorough needs analysis for customers and provide suitable investment recommendations Stay updated with market trends and product knowledge to offer expert advice Build and maintain a strong network of referrals and leads for business growth Collaborate with branch managers and relationship managers to cross-sell investment products Ensure compliance with all regulatory and internal policies during sales processes Provide excellent customer service and after-sales support to retain clients Generate and analyze sales reports to identify areas for improvement and growth Attend training sessions and workshops to enhance sales skills and product knowledge Qualifications Bachelor s degree in Finance Business or a related field Minimum 2 years of experience in investment sales or a similar role Strong knowledge of investment products including mutual funds equities and fixed income Excellent communication and interpersonal skills for building client relationships Ability to work independently and manage a sales pipeline effectively Proficiency in using sales tools and CRM systems Analytical skills to interpret sales data and identify trends A self-starter with a results-driven mindset and a passion for sales Willingness to continuously learn and stay updated with market developments Valid certifications or licenses related to investment sales e g NISM certifications are preferred
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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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Mumbai, Maharashtra, India Kotak Mahindra Bank Full time ₹ 6,00,000 - ₹ 18,00,000 per yearDescriptionAs 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 a...
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Mumbai, Maharashtra, India Kotak Mahindra Bank Full time ₹ 40,00,000 - ₹ 1,20,00,000 per yearDescriptionAs 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 process....
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Mumbai, Maharashtra, India Kotak Mahindra Full timeService Delivery Officer-BRANCH BANKING-Branch Banking Surat, Gujarat, India **JOB ROLE**: - Handling personalized service requests of customers. - Generation of timely business MIS. - Ensuring strict adherence to compliance, audit and regulatory requirements for customer segment. - Coordination with CPC/RPC/Investment desks for account opening of...
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Sdo Authorizer
6 days ago
Mumbai, Maharashtra, India Kotak Mahindra Bank Full timeJob Category KMBL Degree Level Bachelor s Degree SERVICE DELIVERY OFFICER SDO KRAs Responsible for servicing any walk-in customers of the bank irrespective of the segment mapping Regular generation of leads for NTB customer and cross sell The SDO will act as a backup to the SO Non-transaction related servicing at the Branch - Audit Reconciliation of Branch...
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Administrator - Treasury & Banking
4 weeks ago
Mumbai, India Branch International Full timeBranch Overview Branch is a leading AI-based lending fintech with 50M+ downloads across India and Africa. We use alternative data to reach millions of people that are largely excluded from the financial sector. Headquartered in Silicon Valley with operations in India, Nigeria and Kenya, Branch is a for-profit, socially conscious company built for scale and...
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Administrator - Treasury & Banking
2 weeks ago
Mumbai, Maharashtra, India Branch International Full time ₹ 2,00,000 - ₹ 4,00,000 per yearBranch OverviewBranch is a leading AI-based lending fintech with 50M+ downloads across India and Africa. We use alternative data to reach millions of people that are largely excluded from the financial sector.Headquartered in Silicon Valley with operations in India, Nigeria and Kenya, Branch is a for-profit, socially conscious company built for scale and...
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Branch Manager- Branch Banking
7 days ago
Chhattisgarh AP, Kerala & South India, Maharashtra Gujarat Exposer Full timeGujarat Maharashtra AP Telangana CG BangaloreReports by :BSM, BOM, Executives Managing operations & SalesResponsible for meeting the branch business targetsDealing with internal/ external auditors , inspections & compliance Required Candidate profileNeed same Experience as BM- Liabilities Branch Handle Branch Banking experience Min 8 years . Team Handle...
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Authoriser-branch Banking-branch Banking-service
2 weeks ago
Nagpur, Maharashtra, India Kotak Mahindra Bank Full timeJob Category KMBL Degree Level Bachelor s Degree We are seeking a meticulous and experienced Authoriser to manage high-value transactions and ensure operational excellence at the branch This role involves servicing walk-in customers generating leads cross-selling financial products and ensuring strict compliance with regulatory and audit requirements The...
