Investment Counsellor

19 hours ago

Lucknow Uttar Pradesh, India Kotak Mahindra Full time

**Investment Specialist -**

**Grade
- M4/M5**

Job Role

Ownership of the Investments target of the Branch Banking channel mapped to Increase the Mutual Fund AUM for the mapped Area

Penetration of client base for creating new investors in MF / investments from existing client base

Increase in (investments products) productivity of Phone Banking officers

Acquisitions (NTB) attributed to presence of IC i.e NTB opened by officers on the back of investments due to the presence of the IC

Other Key areas to be done periodically

Officers training

Driving business /coordinating with Sr. RCMS /National Head

Client coverage / joint phone calls

Portfolio construction and reviews are done periodically by self and team

Training & Development for new joiners for better performance

Process adherence

Dynamic 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, PMS

Equity Market. Current Economy

Distribution / 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

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