Talent.com
No longer accepting applications
Investment Specialist

Investment Specialist

Kotak Mahindra Banktumakuru, karnataka, in
1 day ago
Job description

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 :

  • Excellent 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
    • Create a job alert for this search

    Investment Specialist • tumakuru, karnataka, in

    Related jobs
    • Promoted
    FOREX INVESTOR

    FOREX INVESTOR

    FOREX INVESTMENTTumkur, 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 moreLast updated: 30+ days ago
    • Promoted
    Cryptocurrency Trader

    Cryptocurrency Trader

    BotsfolioTumkur, IN
    Botsfolio is seeking experienced crypto traders, analysts and independent portfolio managers to join our platform as Portfolio Creators. In this role, you will publish and manage live crypto portfol...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Investment Professional

    Senior Investment Professional

    SLKTumkur, 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 moreLast updated: 30+ days ago
    • Promoted
    Analyst (Investment Banking / Buy-Side Experience Required)

    Analyst (Investment Banking / Buy-Side Experience Required)

    ArcanaTumkur, IN
    Arcana is a portfolio intelligence platform used by hedge funds and asset managers to analyze performance and risk.We’re rethinking the tools institutional investors rely on—and we’re hiring analys...Show moreLast updated: 30+ days ago
    • Promoted
    Compliance Specialist – Affordable Housing (LIHTC)

    Compliance Specialist – Affordable Housing (LIHTC)

    Castellan Real Estate PartnersTumkur, IN
    Compliance Specialist – Affordable Housing (LIHTC).Remote (Based in India, supporting California projects).Full-time | Must be available to work in Pacific Standard Time (PST) overlap hours.We are ...Show moreLast updated: 16 days ago
    • Promoted
    Senior T24 Developer - Investment Banking

    Senior T24 Developer - Investment Banking

    Systems LimitedTumkur, IN
    The ideal candidate will possess strong technical expertise in.Securities workflows, Temenos API frameworks, and system integrations. This role involves leading the end-to-end delivery of T24 techni...Show moreLast updated: 6 days ago
    • Promoted
    Real Estate Investment Analyst

    Real Estate Investment Analyst

    Property Box India Private LimitedBangalore (division)
    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 moreLast updated: 1 day ago
    • Promoted
    Co-Founder with Investment

    Co-Founder with Investment

    Aalekh AITumkur, IN
    Cofounder (with Investment) – Aalekh.Equity + Investment-Based Role.Artificial Intelligence, Accounting SaaS, FinTech.Our AI-powered SaaS platform automates tasks like : . Client query answering via A...Show moreLast updated: 10 days ago
    • Promoted
    US Real Estate Audit

    US Real Estate Audit

    AKM GlobalTumkur, IN
    Job Description : Real Estate Audit Specialist (.US Real Estate Commercial Audits.This is an individual contributor role. We are seeking a detail-oriented and analytical professional to join our audi...Show moreLast updated: 16 days ago
    • Promoted
    Senior Investment Advisor - HNWI & Private Capital Relations

    Senior Investment Advisor - HNWI & Private Capital Relations

    Friendly Franchisees Corporation / Silver Star Real Estate LLCTumkur, IN
    Senior Investment Liaison – HNWI & Private Capital Relations.We are seeking a well-connected and relationship-driven.Senior Investment Liaison – HNWI & Private Capital Relations.We are seeking a we...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Analyst - Performance Attribution, Malaysia

    Senior Analyst - Performance Attribution, Malaysia

    Invartis ConsultingTumkur, IN
    Job Location - Cyberjaya Malaysia.This role will require relocation to Malaysia.The position is not based in India.We are seeking to hire well experienced Techno-functional Investment Performance O...Show moreLast updated: 30+ days ago
    • Promoted
    IT Specialist (Paid Consultancy Opportunity)

    IT Specialist (Paid Consultancy Opportunity)

    RONIN StudiesTumkur, IN
    RONIN International is an independent B2B market research company specialising in business, healthcare and tech studies.We are part of the Rippleffect Group (formerly Fat Media Group) and are Compa...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Investment Banking Analyst

    Investment Banking Analyst

    SKS Enterpprises - Human Resource Planning and ManagementTumkur, 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 moreLast updated: 1 hour ago
    • Promoted
    Financial Analyst

    Financial Analyst

    ArcanaTumkur, IN
    We’re looking for world-class front-office Financial Analysts to join our mission at Arcana—a next-generation portfolio intelligence company powering hedge funds, and asset managers.This role isn’t...Show moreLast updated: 30+ days ago
    • Promoted
    Investor Relations Specialist

    Investor Relations Specialist

    TalentojBangalore (division)
    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 moreLast updated: 14 days ago
    • Promoted
    Investor Relations Specialist (Voice process)

    Investor Relations Specialist (Voice process)

    TalentojTumkur, IN
    Wint Wealth is a fast-growing fintech startup making high-yield debt products accessible to retail investors.We empower investors with safe, transparent, and regulated opportunities beyond traditio...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Co-founder (with Investment)

    Co-founder (with Investment)

    KreesalisTumkur, 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 moreLast updated: 1 hour ago
    • Promoted
    Investment Specialist

    Investment Specialist

    Kotak Mahindra BankBangalore (division)
    Handle personalized service requests of Affluent (Solitaire) customers and deliver TAT.Ensure strict adherence to regulatory requirements for Affluent customer segment. Coordinate with internal team...Show moreLast updated: 1 day ago