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Investment Specialist (High Salary)
Kotak Mahindra BankHyderabad, Telangana, India8 hours ago
Job description8-10 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.
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 :
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High Salary Specialist • Hyderabad, Telangana, India