No longer accepting applications
Investment Specialist
Kotak Mahindra BankVisakhapatnam, Republic Of India, 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 • Visakhapatnam, Republic Of India, IN
Related jobs
- Promoted
Senior Investment Advisor - HNWI & Private Capital Relations
Friendly Franchisees Corporation / Silver Star Real Estate LLCVisakhapatnam, 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
Investment Analyst
Zetheta Algorithms Private LimitedVisakhapatnam, 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 moreLast updated: 30+ days ago
- Promoted
Structured Finance Specialist
Scry AIvizianagaram, andhra pradesh, in Structured Finance Specialist – Subject Matter Expert (AI Products).Scry AI is a research-led enterprise AI company that builds intelligent platforms for BFSI, insurance, logistics, and industrial ...Show moreLast updated: 16 days ago
- Promoted
- New!
Entity Compliance Specialist
MultiplierVisakhapatnam, IN The global hiring revolution is shaping a future where talent can thrive everywhere, driving innovation and progress on a global scale.
Multiplier is at the forefront of this change.By removing barr...Show moreLast updated: 4 hours ago
- Promoted
FOREX INVESTOR
FOREX INVESTMENTVisakhapatnam, 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 ManagementVisakhapatnam, 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: 9 hours ago
- Promoted
Senior T24 Developer - Investment Banking
Systems LimitedVisakhapatnam, 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: 7 days ago
- Promoted
Investor Relations Specialist (Voice process)
TalentojVisakhapatnam, 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
Senior Analyst - Performance Attribution, Malaysia
Invartis ConsultingVisakhapatnam, 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
- New!
Treasury Specialist
Delta Electronics IndiaVisakhapatnam, IN MBA finance – 4-5 years; CA – 2-3 years.Manufacturing industry (not from Service industry-IT or ITES).Knowledge of Working Capital concept, managing funds.
Liaison with Banks for borrowings, pricing...Show moreLast updated: 4 hours ago
- Promoted
- New!
Client Specialist
PrepHiresVisakhapatnam, IN We have also recently launched.As a Client Acquisition & Marketing Intern, you will be responsible for reaching out to individual job seekers, promoting our free profile audit, generating leads, an...Show moreLast updated: 4 hours ago
- Promoted
Financial Analyst
ArcanaVisakhapatnam, 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
Co-Founder with Investment
Aalekh AIVisakhapatnam, 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: 11 days ago
- Promoted
Senior Investment Professional
SLKVisakhapatnam, 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)
KreesalisVisakhapatnam, 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: 9 hours ago
- Promoted
Compliance Specialist – Affordable Housing (LIHTC)
Castellan Real Estate PartnersVisakhapatnam, 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
- New!
Co-Founder (With Investment)
KreesalisVizianagaram, Republic Of India, 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: 2 hours ago
- Promoted
- New!
SAP Finance Solution Architect
LTIMindtreeVisakhapatnam, IN SAP Finance Solution Architect.GL, AP, AR, Asset Accounting, Controlling, Product Costing, etc.Excellent communication, presentation, and stakeholder management skills.
Experience in multi-country r...Show moreLast updated: 5 hours ago