No longer accepting applications
Investment Specialist
Kotak Mahindra BankGhaziabad, IN1 day 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 • Ghaziabad, IN
Related jobs
- Promoted
- New!
Investor Relations Specialist
Netweb Technologies India Ltd.Faridabad, Haryana, India The Investor Relations Manager will be responsible for managing communication between the company, its investors, analysts, and the broader financial community.
The role requires strong understandin...Show moreLast updated: 15 hours ago
- Promoted
Investment Product Specialist
KG Engineering & ConsultancyDelhi, Republic Of India, IN Role Designation : Sr RM / RM Investment Products.Department : Investment Products.Function : Sales / Wealth Management.The role would require to cater to investment needs of mass affluent clients.To meet...Show moreLast updated: 28 days ago
- Promoted
Partnerships Specialist
The Hiring CompanyNew Delhi, Delhi, India Partnership Lead – Fintech / Lending.By leveraging a strong lender network and a tech-first approach, we simplify borrowing for business owners and enable partners such as.Chartered Accountants, re...Show moreLast updated: 30+ days ago
- Promoted
- New!
Investment Specialist
Ans Placements Pvt LtdDelhi, India Provide expert advice and guidance to clients on investment strategies and portfolio management.Conduct thorough analysis of clients' financial goals, risk tolerance, and investment preferences to ...Show moreLast updated: 17 hours ago
- Promoted
FOREX INVESTOR
FOREX INVESTMENTMeerut, 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
- New!
Investment Banking Analyst
SKS Enterpprises - Human Resource Planning and ManagementGhaziabad, 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: less than 1 hour ago
- Promoted
Senior Investment Professional
SLKDelhi, 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
- New!
Co-founder (with Investment)
KreesalisDelhi, 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: less than 1 hour ago
- Promoted
Strategic Investment Associate
Brand Realty Investors GroupNoida, Republic Of India, IN Brand Realty Investors Group (BRIG) is a leading structured land investment platform backed by Tradewell Holdings Ltd, a BSE-listed company.
With over 1,000 successful deals, BRIG specializes in del...Show moreLast updated: 30+ days ago
- Promoted
Investment Specialist
Kotak Mahindra BankDelhi, India 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: 12 days ago
- Promoted
Investor Relations Specialist
AXISCADESDelhi, 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 moreLast updated: 14 days ago
- Promoted
Investor Relations Specialist
TalentojDelhi, 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 moreLast updated: 15 days ago
- Promoted
Manager Investment Banking
Maple Capital AdvisorsNew Delhi, Delhi, India This is an immediate opening for candidates who thrive in an entrepreneurial, high-impact environment and have prior frontline experience in M&A and Private Equity transactions.Mergers & Acquisitio...Show moreLast updated: 30+ days ago
- Promoted
Investor Relations Specialist
CorenzaDelhi, India A leading retail-focused Non-Banking Financial Company in India, known for its broad reach in the lending sector and catering to both mainstream and underserved customers.It offers tailored financi...Show moreLast updated: 30+ days ago
- Promoted
Mutual Fund Specialist
White Force GroupDelhi, India HIRING FOR Business Development Manager.Location -Andheri East, Mumbai.Interested candidate direct connect with me on - Email - jyoti.
Experience - Min 2+ years required in Mutual Funds sales.We are...Show moreLast updated: 30+ days ago
- Promoted
Investment Solutions Specialist
Financial TrustedgeDelhi, Republic Of India, IN We suggest you enter details here.This is a full-time on-site role for an Equity Dealer, located in Delhi, India.The Equity Dealer will be responsible for managing stock market trading activities, ...Show moreLast updated: 30+ days ago
- Promoted
Compliance Specialist – Affordable Housing (LIHTC)
Castellan Real Estate PartnersMeerut, 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
Investment Analyst - Structured Credit Team (Buy Side role)
AvendusDelhi, India Support towards Due Diligence, Sector Coverage and Business Development.Support the team in financial and commercial due diligence of the clients including analysis and interpretation of financial ...Show moreLast updated: 5 days ago