Investment Specialist-branch Banking-branch Banking-regional Sales

3 weeks ago

Delhi, Delhi, India Kotak Mahindra Bank Full time

Job Category KMBLDegree Level Bachelor s Degree Investment 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 productivity of Phone Banking officersAcquisitions NTB attributed to presence of IC i e NTB opened by officers on the back of investments due to the presence of the ICOther Key areas to be done periodicallyOfficers trainingDriving business coordinating with Sr RCMS National HeadClient coverage joint phone callsPortfolio construction and reviews are done periodically by self and teamTraining Development for new joiners for better performanceProcess adherenceDynamic 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 PMSEquity Market Current EconomyDistribution 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 Dinesha m Kotak com

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