Investment Counsellor

3 days ago

Vadodara India Kotak Mahindra Bank Limited Full time

Job Description

JOB DESCRIPTION

ROLE:Investment Specialist - Branch Banking - Sales

Grade: M1 -Associate Vice President (M5) / Deputy Vice President (M6)

FUNCTION: Branch Banking-Sales

SEGMENT: CONSUMER BANK

LOCATION:

JOBDESCRIPTION

Job Role
. Manage financial planning of HNI clients, identify their needs and provide them with suitable products and asset allocation.
. Detailed Performance analysis of client portfolios and periodical review the portfolio
. Build and deepen relationships with existing HNI clients to achieve increase in share of wallet.
. Assist RM in acquiring newrelations / customers.
. Drive sales of financial products to suitable client portfolios

Job Requirements
. 6-8 years of experience in financial & banking industry with relevant experience in investments
. High understanding of investment ideas across equity, fixed income and Alternates from a client suitability point of view
. High understanding of investment products
. Ability to initiate and hold interactions with HNI Clients and deepen the relationships.

PERSONALITY TRAITS & REQUIRED SKILLS:

- Should have the business acumen to spot the opportunities and make a business case to penetrate the market by preparing catchment specific strategy
- Ability to engage with various channels across Consumer Bank and leave a positive impact in every interaction
- Must be an effective communicator. Need to have good articulation skills
- Blend of Service and Sales orientation
- Min. 5-7 Year of Relevant Experience.
- Should possess good analytical & presentation skills.

QUALIFICATION:

- Graduation - Compulsory
- MBA / PG - Preferred
- AMFI / IRDA Certification - Mandatory

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