Investment SpecialistKotak Mahindra Bank • Bengaluru, IN
No longer accepting applications
Investment Specialist
Kotak Mahindra Bank • Bengaluru, IN
2 days ago
Job descriptionExcellent communication skills with customer service orientation Courteous, patient and polite Team player Knowledge of Microsoft Excel Understanding of banking norms and processes Minimum qualification – Graduate
Job Description
Principal Responsibilities :
- Handle personalized service requests of Affluent (Solitaire) customers and deliver TAT.
- Ensure strict adherence to regulatory requirements for Affluent customer segment.
- Coordinate with internal teams - CPC / RPC / Investment desks for execution of service requests of Affluent customers.
- Manage complaints and ensure resolution within TAT.
- Ensure higher customer wallet share through service to sales cross-sell and deepening of banking relationship.
- Deliver performance on service-quality scorecard
- Visit Customers for service related and profilers.
Skills and Requirements :
Create a job alert for this search
Investment Specialist • Bengaluru, IN
Related jobs
Investment Stewardship Analyst
Northern Trust • Bangalore, India
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative f...Show more
Last updated: 11 days ago • Promoted
Investment Banking Process Specialist
Infosys BPM • Bengaluru, Republic Of India, IN
Greetings from Infosys BPM Ltd.We are hiring for Walkin Drive for Investment Banking- Fixed Income Domain for Bangalore.Please walk-in for the interview on 19th Nov 2025 in Bangalore.Note : Please c...Show more
Last updated: 7 days ago • Promoted
Investor Relations Specialist
Talentoj • Bengaluru, Karnataka, India
Handle inbound investor calls and resolve queries efficiently.Clearly explain product details (FDs, mutual funds, etc.Maintain a friendly, professional, and empathetic tone in every interaction.Sha...Show more
Last updated: 16 days ago • Promoted
Senior Investment Professional
SLK • Bengaluru, IN
Job Description – Senior Investment Professional.Senior Investment Professional.Remote work based in India (Full-Time).SLK is a specialist climate change and healthcare advisory firm dedicated to a...Show more
Last updated: 30+ days ago • Promoted
Co-founder (with Investment)
Kreesalis • Bangalore, IN
ROLE : Co-founder (with Investment) – Product & Growth.Location : Bangalore (HSR Layout) — On-site only.Company : Kreesalis | Product : K-Protect (AI Trust Intelligence Platform).AI-driven Trust Intell...Show more
Last updated: 8 hours ago • Promoted • New!
State Street - Fixed Income Portfolio Specialist
State Street Corporation Services Mumbai Pvt Ltd • Bangalore, India
Fixed Income Portfolio Specialist - State Street Investment Management Responsibilities : - Serve as an internal subject matter expert for a wide range of Fi...Show more
Last updated: 21 days ago • Promoted
Private Markets Funds Investment Analyst- Manager- State Street Investment Management
State Street Corporation • Bangalore, India
What we are looking for The Private Markets Fund Team is looking to hire an enthusiastic analyst with investment experience in Alternatives.
Based out of Bangalore, it will be a generalist role to s...Show more
Last updated: 10 days ago • Promoted
Investment Banking Analyst
SKS Enterpprises - Human Resource Planning and Management • Bangalore, IN
Position Name - Analyst - Investment Banking.Minimum 2 to 4 years of experience in a front-end investment banking, venture capital, private equity, or related financial analysis role.A venture capi...Show more
Last updated: 8 hours ago • Promoted • New!
Investment Analyst
Zetheta Algorithms Private Limited • Bengaluru, IN
ZeTheta Algorithms Private Limited is a FinTech start-up which has been recently set up and is developing innovative AI tools.
We are seeking a talented and motivated student intern for Investment A...Show more
Last updated: 30+ days ago • Promoted
Investment Specialist
Kotak Mahindra Bank • Bengaluru, Karnataka, India
Job Description Principal Responsibilities : - Handle personalized service requests of Affluent (Solitaire) customers and deliver TAT.
Ensure strict adherence to regulatory requirements for Affluen...Show more
Last updated: 1 day ago • Promoted
Investment Oversight- Emerging Lead
State Street Corporation • Bangalore, India
Emerging Lead - Investment Oversight.To perform various Investment Compliance tasks in support of SSgA portfolios managed in North America, Europe and Asia Pacific.
Assist regional SSgA offices in N...Show more
Last updated: 11 days ago • Promoted
Investment Advisory Specialist
equentis • Bengaluru, Republic Of India, IN
Location – Mumbai – Lower Parel / .Broader Role / Responsibilities : .Acquisition of Wealth Clients – PMP Sales : .Wealth Manager will be responsible for acquiring & advising HNI clients.Affluent & Super...Show more
Last updated: 10 days ago • Promoted
Investment Strategy Manager
Ola Electric • Bengaluru, Republic Of India, IN
Assist the management team with evaluation and experimentation in new business initiatives / ventures.Investor Relations and engagement with existing investors.
Assist with preparation for fund raises...Show more
Last updated: 16 days ago • Promoted
FOREX INVESTOR
FOREX INVESTMENT • Bengaluru, IN
We suggest you enter details here.This is a contract remote role for a FOREX Investor at FOREX INVESTMENT.The Investor will be responsible for tasks related to Escrow, Communication, Customer Servi...Show more
Last updated: 30+ days ago • Promoted
Real Estate Investment Specialist
Property Box India Private Limited • Bengaluru, Republic Of India, IN
Real Estate Investment Analyst.We work across multiple asset classes — residential, mixed-use, commercial, industrial, hospitality, solar, data-centre, and experiential entertainment — combining st...Show more
Last updated: 1 day ago • Promoted
State Street - Private Markets Funds Investment Analyst
State Street Corporation Services Mumbai Pvt Ltd • Bangalore, India
Private Markets Funds Investment Analyst - State Street Investment Management we are looking for The Private Markets Fund Team is looking to hire an enthusi...Show more
Last updated: 21 days ago • Promoted
Investor Relations Specialist
AXISCADES • Bengaluru, Karnataka, India
We bring expertise that caters to the digital, engineering, and smart manufacturing needs of large enterprises.With decades of experience in creating innovative, sustainable, and safer products wor...Show more
Last updated: 15 days ago • Promoted
Alternative Investments Tax Specialist
Elliott Davis • Bengaluru, Republic Of India, IN
Our Mission, Vision and Values.To make a positive impact on our clients, our people, and our communities.To elevate all experiences by caring more.
Do the right thing, Service to others, Mutual Resp...Show more
Last updated: 30+ days ago • Promoted