Description
Role: Investment Specialist – Offshore Investments (LRS)
Entity: Kotak Mahindra Bank Limited – GIFT City Branch
Function: Private Banking / Investments / International Business
Grade: M6 / M7 / M8 (depending on experience and fit)
Total Openings: 4
Reporting Location: GIFT City

Role Overview
Kotak Mahindra Bank Limited (KMBL) – GIFT City Branch is looking to onboard Investment Specialists to drive offshore investment solutions for Indian residents investing under the Liberalised Remittance Scheme (LRS).
The selected candidates will be employed by the GIFT City branch and will be responsible for market coverage of Delhi, Mumbai, and Bangalore. While the official base will be GIFT City, the role requires significant time spent in the assigned geography for client engagement, relationship deepening, and business development.

Key Responsibilities
Act as a subject-matter expert for offshore investment products offered through GIFT City for Indian residents under LRS.
Advise clients on asset allocation, portfolio construction, and offshore diversification,



aligned with client risk profiles and regulatory frameworks.
Drive investment-led conversations with Private Banking, Wealth, and Affluent relationship teams across assigned geographies.
Partner closely with onshore RM teams to originate, convert, and grow offshore investment flows.
Provide regular market insights, global investment themes, and product updates to clients and internal stakeholders.
Ensure end-to-end transaction execution, documentation, and adherence to RBI, FEMA, and internal compliance guidelines.
Support recent product launches, platform enhancements, and process improvements for offshore offerings.

Key Performance Indicators (KPIs)
The role will be evaluated on the following broad KPIs:
Business & Revenue
Offshore AUM mobilization under LRS
Net recent client acquisition for offshore investments
Revenue generation from investment products
Cross-sell and wallet-share enha

📌 Investment Specialist Kotak Private Banking Gift City Gandhinagar
🏢 Kotak Mahindra Bank
📍 Gandhinagar