Job Role
- Ownership of the Investments target of the Affluent channel
- Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category A priority customers
- Sources current bank customers through external individual efforts and acquisition channel
- Ensures high levels of customer service orientation and application of bank policy
- Cross sells bank products to existing set of Customers
- Informs customers of new products or product enhancements to further expand the banking relationship
- Plans and conducts special sales initiatives and events for prospective and existing clients
- Coordinates with other group companies to provide seamless access to other products
- Maintains complete relationship record for assigned customer accounts

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
- Valuable 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

📌 Investment Specialist (Hyderabad)
🏢 Kotak Mahindra Bank
📍 Hyderabad