Investment Specialist-priority Banking-priority-regional Sales

2 days ago


Bengaluru, Karnataka, India Kotak Mahindra Bank Full time

Job Category KMBLDegree Level Bachelor s Degree Job Profile xefx82xb7 Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category - A priority customers xefx82xb7 Sources new bank customers through external individual efforts and acquisition channel xefx82xb7 Ensures high levels of customer service orientation and application of bank policy xefx82xb7 Cross sells bank products to existing set of Customers xefx82xb7 Informs customers of new products or product enhancements to further expand the banking relationship xefx82xb7 Plans and conducts special sales initiatives and events for prospective and existing clients xefx82xb7 Coordinates with other group companies to provide seamless access to other products xefx82xb7 Maintains complete relationship record for assigned customer accounts Job requirements xefx82xb7 Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services xefx82xb7 MIS generation xefx82xb7 Graduate - 4 -6 years of experience AMFI IRDA xefx82xb7 Post Graduate - 2 -4 years of experience AMFI IRDA



  • Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    About Our Investment Opportunity:Developing and expanding relationships with high net worth customers is a key part of our sales strategy. We are seeking an experienced Investment Specialist to join our team, focusing on priority banking and regional sales.Responsibilities include developing strategic plans to increase revenue growth, analyzing market...


  • Bengaluru, Karnataka, India myGwork - LGBTQ+ Business Community Full time

    Job DescriptionThis job is with Standard Chartered Bank, an inclusive employer and a member of myGwork the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.Job Summary- Acquiring, growing and deepening Priority Banking customer relationships through effective relationship management- Focus on the...


  • Bengaluru, Karnataka, India Qween Network Full time

    We are pleased to inform you about an excellent opportunity to join a reputed bank in Bangalore as an NRI Relationship Manager Priority Relationship Manager or Burgundy Relationship Manager Role Details Grade Senior Manager or ManagerSalary Package - 8-14 LPATime 11 00 AMVenue MG Road BangaloreIf you are interested in this opportunity please share...


  • Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 25,00,000

    Job Title: Investment Banking Specialist Location: Bengaluru Work Experience: 0 to 3 years Qualification: MBA (Finance) / CFA L - 2 (USA) We are seeking motivated professionals to join our Global Investment Banking team. This is an opportunity to work with a fast-growing organization and contribute to building a global business.Key Responsibilities:Conduct...


  • Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    About the JobWe are seeking an Investment Specialist to join our Priority Banking team.As a key member of our sales force, you will be responsible for developing and expanding relationships with high net worth customers.


  • Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 1,04,000 - ₹ 1,30,878

    Job Opportunity: Investment Advisory ExpertKey Responsibilities:Manage and grow banking and investment relationships with high-net-worth clients, focusing on liabilities and investment products.Identify client relationships with potential for incremental business growth.Meet sales targets across retail assets, forex, cards, and fee-based investment...


  • Bengaluru, Karnataka, India Live Connections Full time

    Job Opening: Investment Banking Location: Pune, India Company: TOP MNC Work Mode: On-site | Shift-based (As per client requirements) Open Positions: 15 to 20 Salary Range: ₹ 3 – 4 LPAAbout the RoleTop MNC is hiring Senior Process Executives for our Investment Banking domain at the Pune location. This role is open to professionals with 1–2 years...


  • Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 20,00,000 - ₹ 25,00,000

    Investment Banking Analyst Role Summary We are seeking a highly motivated and detail-oriented Investment Banking Analyst to join our team. As an Investment Banking Analyst, you will be responsible for conducting research, analyzing financial data, and preparing reports on market trends. Key Responsibilities:Conduct thorough research and analyze complex...


  • Bengaluru, Karnataka, India VLCC Full time

    Job Title: Regional Sales Trainer – SouthLocation: Bengaluru Business Unit: VLCC Clinics Reporting To: Head – Human ResourcesAbout the Role:We are looking for an energetic, passionate, and highly driven Regional Sales Trainer to manage and deliver impactful sales training interventions for our VLCC Clinics in the South Region. The role is responsible for...


  • Bengaluru, Karnataka, India VettaSource Full time

    We are hiring on behalf of one of the top boutique investment banking firms in Bangalore for the position of Investment Banking Analyst. This is an exciting opportunity to gain hands-on exposure across M&A, fundraising, valuations, and financial advisory mandates. Conduct in-depth financial analysis, valuation, and modeling. Assist in transaction execution...