Investment Specialist
2 days ago
Investment Specialist-Branch Banking-Branch Banking-Regional sales
Investment Specialist - RMCE||
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
•Step 4: Click on 'Apply' and fill the form and click on 'Submit' to complete the FastTrack application process
•
For other Kotak Group Companies: If you wish to apply for the above positions, please send in your application to
-
Investment Specialist
1 week ago
bangalore, India GenesisCipher Labs Full timeCompany Description GenesisCipher Labs is a FinTech infrastructure startup focused on building secure blockchain protocols. These protocols include stablecoins, oracles, and payment systems, all aimed at making finance transparent, decentralized, and accessible. Role Description This is a contract remote role for an Investment Specialist. The Investment...
-
Presales Specialist
1 week ago
Bangalore, India MOGG'S Estates Full timeCompany Description Mogg's Estates is an Agricultural asset management company dedicated to offering eco-friendly investment options. Our mission is to redefine lifestyles in India with innovative policies. We build and maintain sustainable farmlands, which provide maximum returns compared to other investment forms. As caretakers of your land, we ensure...
-
Investment Specialist
1 week ago
India GenesisCipher Labs Full timeCompany Description GenesisCipher Labs is a FinTech infrastructure startup focused on building secure blockchain protocols. These protocols include stablecoins, oracles, and payment systems, all aimed at making finance transparent, decentralized, and accessible. Role Description This is a contract remote role for an Investment Specialist. The Investment...
-
Dynamics Specialist
1 week ago
Bangalore, India MOGG'S Estates Full timeCompany Description Mogg's Estates is an Agricultural asset management company dedicated to offering eco-friendly investment options. Our mission is to redefine lifestyles in India with innovative policies. We build and maintain sustainable farmlands, which provide maximum returns compared to other investment forms. As caretakers of your land, we ensure...
-
Bangalore, Karnataka, India State Street Full timeWho we are looking for We are seeking a Fixed Income Portfolio Strategy Analyst to join the Fixed Income Portfolio Strategist and Specialists Team in Bangalore The Fixed Income Client Portfolio Managers CPMs and Specialists team has a deep expertise and understanding of fixed income markets and investment strategies primarily working with institutional...
-
Learning And Development Specialist
1 week ago
bangalore, India CSC Full timeRole Overview:We are seeking an accomplished Capital Markets & Fund Accounting Trainer and L&D Specialist with over 10 years of experience in financial services operations and learning & development. This role combines deep domain expertise in fund accounting, capital markets, and investment structures with strong capability in training design, facilitation,...
-
Learning And Development Specialist
1 week ago
Bangalore, India CSC Full timeRole Overview: We are seeking an accomplished Capital Markets & Fund Accounting Trainer and L&D Specialist with over 10 years of experience in financial services operations and learning & development. This role combines deep domain expertise in fund accounting, capital markets, and investment structures with strong capability in training design,...
-
Investment Specialist
4 weeks ago
Bengaluru, India Barclays Full timeJob Description Job us an Investment Specialist at Private Bank, where we strive to provide the right solutions for our diverse clients through our international network of specialists, located in vibrant financial hotspots around the world. The Private Bank supports UHNWIs and Family Offices with respect to their banking, investment and credit needs through...
-
Learning and Development Specialist
1 week ago
Bangalore, India CSC Full timeRole Overview: We are seeking an accomplished Capital Markets & Fund Accounting Trainer and L&D Specialist with over 10 years of experience in financial services operations and learning & development. This role combines deep domain expertise in fund accounting, capital markets, and investment structures with strong capability in training design,...
-
15h Left: Investment Analyst
3 weeks ago
Bangalore, India Ad Astra Consultants Full timeSimCorp Dimension Product Specialist 📍 Location: Malaysia 💼 Experience: 6–10+ Years About the Role: We are seeking a skilled SimCorp Dimension Product Specialist to support, maintain, and optimize our SimCorp Dimension platform. The ideal candidate will have a strong technical foundation and experience in system maintenance, SQL, and batch job...
