Investment Counsellor

11 hours ago

Hyderabad Telangana, India Kotak Mahindra Full time

**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**:
**JOB**DESCRIPTION**

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 new relations / 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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