The Investment Specialist Affluent Banking role at Kotak Mahindra Bank involves managing high-net-worth client portfolios and driving investment product sales.

Key Responsibilities

- Portfolio Management: Own investment targets and grow portfolios for affluent or high-net-worth (HNI) priority clients.
- Product Sales: Drive sales of investment options like mutual funds, insurance, portfolio management services (PMS), and bonds.
- Client Acquisition: Source current bank customers through individual efforts and external channels while cross-selling bank products.
- Customized Advisory: Provide tailored wealth solutions and conduct special sales events or initiatives for clients.
- Service Delivery: Coordinate with internal investment desks and group companies to ensure seamless execution and regulatory compliance.

Ideal Candidate Profile

- Experience: Usually requires 2 to 5 years of background in wealth management, affluent banking, or investment advisory.
- Skills: Strong financial market knowledge, robust interpersonal communication, and a target-driven mindset.
- Background: Preferences often lean toward candidates with prior experience in banking or asset management companies (AMCs)
- Age: Below 40 only

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 new 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
- 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

Note: Only relevant candidates will be considered.

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