Investment Specialist

5 days ago

Vadodara, Gujarat, India Kotak Mahindra Bank Full time ₹ 20,00,000 - ₹ 25,00,000 per year

Investment Counsellor - Branch Banking-BRANCH BANKING-Investment Counselors

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
Experience LevelSenior Level

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