Investment Specialist

1 day ago

Bengaluru, Karnataka, India Kotak Mahindra Bank Full time ₹ 12,00,000 - ₹ 36,00,000 per year

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

Experience LevelSenior Level

  • Real Estate Investment Specialist

    7 days ago

    Bengaluru, Karnataka, India AMRO Capital Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Company DescriptionAMRO Capital is a leading real estate consultancy firm specializing in providing comprehensive financial solutions to property owners, investors, and developers. We are focused on maximising property value and optimizing investment returns. Our dedication to delivering exceptional client service and industry expertise has made us a trusted...

  • Real Estate Investment Specialist

    1 day ago

    Bengaluru, Karnataka, India PropNinja Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Company DescriptionPropNinja Consulting Pvt. Ltd. is your trusted real estate partner based in Bangalore, specializing in helping home buyers find their dream homes and make smart investment decisions. Our expertise ranges from guiding home buyers through every step of the real estate journey to offering curated property options for investors that deliver...

  • Real Estate Investment Specialist

    1 day ago

    Bengaluru, Karnataka, India PropNinja Full time ₹ 4,00,000 - ₹ 12,00,000 per year

    Role Overview: As a Real Estate Investment Specialist at PropNinja Consulting Pvt. Ltd., located in Bengaluru, your primary responsibility will be to conduct due diligence, analyze investment opportunities, and manage real estate transactions. You will play a crucial role in assessing properties, preparing investment proposals, nurturing client...

  • Corporate Sales Specialist in Bangalore

    2 weeks ago

    Bengaluru, Karnataka, India XIPHIAS Investment Migration Inc. Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Company DescriptionXIPHIAS Investment Migration Inc. is a highly reputed and award-winning Investment Migration firm based in India, specializing in immigration services for permanent resident visas, student visas, work permits, and business/investment immigration. We serve clients interested in relocating to popular destinations including Canada, Australia,...

  • Specialist Investments

    1 day ago

    Bengaluru, Karnataka, India Mercer Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    We will count on you to:Take charge of the imminent delivery workflow coming in to ICDriving new business initiatives that are combination of research and delivery specs as known at the momentStakeholder managementDevelop recommendations to hold/liquidate investment managers basis through research on manager performance, market developments and...

  • REAL ESTATES INVESTMENT

    3 days ago

    Bengaluru, Karnataka, India NoBroker Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Company Description is India's first Proptech unicorn, providing a brokerage-free property search portal that connects house/property owners with tenants/buyers directly, thereby eliminating the middleman. Founded by IIT and IIM alumni in March 2014, and supported by investors like Google and General Atlantic, serves over 30 lakh customers monthly. We offer...

  • Associate/ Senior Associate- Investor Relations

    2 weeks ago

    Bengaluru, Karnataka, India Stronghold Investment Management Full time ₹ 8,00,000 - ₹ 24,00,000 per year

    About UsStronghold Investment Management ("Stronghold," "SIM," or "the Firm") is a technology-driven, vertically integrated investment manager focused on real-assets and related private markets. Stronghold seeks to deliver best-in-class risk-adjusted returns through an investment framework that features comparatively rapid transaction velocity, deep...

  • Associate - HR Analytics

    3 days ago

    Bengaluru, Karnataka, India Stronghold Investment Management Full time ₹ 6,00,000 - ₹ 18,00,000 per year

    About UsStronghold Investment Management ("Stronghold," "SIM," or "the Firm") is a technology-driven, vertically integrated investment manager focused on real-assets and related private markets. Stronghold seeks to deliver best-in-class risk-adjusted returns through an investment framework that features comparatively rapid transaction velocity, deep...

  • Asset & Wealth Management, Fixed Income, Insurance Investment Specialist, Analyst, Bengaluru

    1 day ago

    Bengaluru, Karnataka, India Candidate Experience Site - Lateral Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    The Goldman Sachs Group, Inc. is a leading global financial services firm providing investment banking, Global Markets and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and high-net-worth individuals. The firm is headquartered in New York and maintains offices in...

  • Asset & Wealth Management, Fixed Income, Insurance Investment Specialist, Analyst, Bengaluru

    1 day ago

    Bengaluru, Karnataka, India Goldman Sachs Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Job DescriptionThe Goldman Sachs Group, Inc. is a leading global financial services firm providing investment banking, Global Markets and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and high-net-worth individuals. The firm is headquartered in New York and...