Investment Specialist

12 hours ago

Hyderabad, Telangana, India Kotak Mahindra Bank Full time ₹ 5,00,000 - ₹ 15,00,000 per year

Investment Specialist-Affluent-Priority-Regional sales

· Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category – A priority customers

· Sources new bank customers through external individual efforts and acquisition channel

· Ensures high levels of customer service orientation and application of bank policy

· Cross sells bank products to existing set of Customers

· Informs customers of new products or product enhancements to further expand the banking relationship

· Plans and conducts special sales initiatives and events for prospective and existing clients

· Coordinates with other group companies to provide seamless access to other products

· Maintains complete relationship record for assigned customer accounts

Job requirements:

· Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services

· MIS generation

· Graduate years of experience AMFI / IRDA

· Post Graduate years of experience AMFI / IRDA

Experience LevelSenior Level

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