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Investment Specialist-Affluent

Affluent - IS
Strong client relationship management skills, with the ability to build trust and long-term engagement with affluent customers.
Sound understanding of banking products, wealth management solutions, and investment and insurance offerings.
Excellent communication, negotiation,



and interpersonal skills to handle diverse client profiles and complex financial discussions.
Ability to analyze financial information, understand risk profiles, and recommend appropriate products and services.
Proactive sales orientation with experience in achieving targets and driving revenue growth in financial services.
High level of integrity, adherence to compliance standards, and familiarity with regulatory guidelines in banking and investment.
Bachelor’s degree in finance, commerce, business, or a related field; a post-graduate qualification or skilled certification in finance/wealth management is an added advantage.

📌 Investment Specialist Affluent Affluent 0465 1459 1011120 Mumbai
🏢 Kotak Mahindra Bank
📍 Mumbai