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▷ [Immediate Start] Investment Specialist

▷ [Immediate Start] Investment Specialist

Kotak Mahindra BankHyderabad, Telangana, India
6 hours ago
Job description

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 :

  • 8-10 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.
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    Investment Specialist • Hyderabad, Telangana, India

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