Investment Specialist
Kotak Mahindra Bankhyderabad, telangana, in6 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 :
Create a job alert for this search
Investment Specialist • hyderabad, telangana, in
Related jobs
- Promoted
Senior Investment Advisor - Hnwi & Private Capital Relations
Friendly Franchisees Corporation / Silver Star Real Estate LLCSecunderabad, Republic Of India, 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: 14 days ago
- Promoted
Dealer – Fixed Income Investment
Kshema General Insurance LimitedHyderabad, Telangana, India Kshema General Insurance Limited (Kshema) was established in 2018 and is India's only Digital Agri Insurance Company catering to farmers / cultivators in the Agriculture Sectors.Kshema enables cultiv...Show moreLast updated: 30+ days ago
- Promoted
Specialist - Investment & Trade Client Services
ConfidentialHyderabad / Secunderabad, Telangana, India At Franklin Templeton, we're driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals.
Our dynamic and diversified firm spans asset manag...Show moreLast updated: 7 days ago
- Promoted
Specialist - Investment & Trade Operations
ConfidentialHyderabad / Secunderabad, Telangana, India At Franklin Templeton, we're driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals.
Our dynamic and diversified firm spans asset manag...Show moreLast updated: 7 days ago
- Promoted
Senior Investment Advisor - HNWI & Private Capital Relations
Friendly Franchisees Corporation / Silver Star Real Estate LLCHyderabad, 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
Compliance Specialist – Affordable Housing (LIHTC)
Castellan Real Estate PartnersHyderabad, 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: 3 days ago
- Promoted
Investment Banking Associate
PwC Indiahyderabad, telangana, in A career within Corporate Finance team will provide you the opportunity to deliver innovative deal solutions to our clients.
We help clients across industries originate, create, execute, and realize...Show moreLast updated: 3 days ago
- Promoted
- New!
Financial Investment Strategist
Kotak Mahindra BankHyderabad, Republic Of India, IN 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 / investment...Show moreLast updated: 13 hours ago
- Promoted
Investment Senior Associate
ConfidentialHyderabad / Secunderabad, Telangana, India Lexington Partners is one of the largest managers of secondary acquisition and co-investment funds with $80 billion in committed capital since inception.
Lexington has acquired over 4,500 secondary ...Show moreLast updated: 7 days ago
- Promoted
Strategic Growth & Investor Partnerships Lead
Bioart NutraceuticalsHyderabad, Telangana, India The Strategic Growth & Investor Partnerships Lead is a core leadership position within the Founder’s Office, responsible for shaping BioArt’s growth narrative, driving investor engagement, and supp...Show moreLast updated: 2 days ago
- Promoted
Co Founder with Investment
VidyardiKondapur, Telangana, India Company Description We are a Software and Hardware (Digital IOT Devices for Educational Infrastructure) Company, corporate office located at Hyderabad, India.
Having different verticals like Trainin...Show moreLast updated: 3 days ago
- Promoted
Investment Specialist
ConfidentialHyderabad / Secunderabad, Telangana Job Description - Investment Specialist.KEY RESPONSIBILITIES / ACCOUNTABILITIES.Strategic / Managerial Responsibilities.Building a focus towards investment cross-sell among RM population and increasin...Show moreLast updated: 3 days ago
- Promoted
Senior Investment Professional
SLKHyderabad, 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: 21 days ago
- Promoted
FOREX INVESTOR
FOREX INVESTMENTHyderabad, 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
Analyst (Investment Banking / Buy-Side Experience Required)
ArcanaHyderabad, 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
Co-Founder with Investment
Vigyoshyderabad, telangana, 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: 2 days ago
- Promoted
- New!
Investment Specialist (High Salary)
Kotak Mahindra BankHyderabad, Telangana, India 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 / investme...Show moreLast updated: 1 hour ago
- Promoted
- New!
Investment Specialist
Kotak Mahindra BankHyderabad, Telangana, India 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 / investment...Show moreLast updated: 13 hours ago