Investment Specialist – Affluent Banking (Ahmedabad)

Investment Specialist – Affluent Banking (Ahmedabad)

09 Apr
|
Kotak Mahindra Bank
|
Ahmedabad

09 Apr

Kotak Mahindra Bank

Ahmedabad

We are hiring passionate and result-oriented professionals for the role of Investment Specialist – Affluent Banking at Kotak Mahindra Bank, Ahmedabad.

Role Highlights:

• Manage and grow a portfolio of affluent/HNI clients
• Drive sales of investment products – Mutual Funds, Insurance, PMS, Bonds, etc.
• Provide customized wealth solutions aligned with client financial goals
• Collaborate with Relationship Managers to enhance overall client experience

Ideal Candidate:

• Experience in Wealth Management / Affluent Banking / Investment Advisory
• Solid understanding of financial markets & investment products
• Excellent communication & relationship management skills
• Target-driven with a client-first approach
• Candidates from Asset Management Companies and Banking background will be preferred

Interested candidates can share their resumes at:

📌 Investment Specialist – Affluent Banking (Ahmedabad)
🏢 Kotak Mahindra Bank
📍 Ahmedabad

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