Kotak Mahindra Bank New job: Apply for the Investment Specialist Branch Banking (Sales)

Kotak Mahindra Bank has released a new job vacancy for the post of Investment Specialist Branch Banking (Sales). All details related to this recruitment are given below.

• Grade: M1 – Associate Vice President (M5) / Deputy Vice President (M6)
• Function: Branch Banking – Sales
• Segment: Consumer Bank
• Location: [To be specified]

Job Summary:

We are seeking a dynamic and experienced Investment Specialist to join our Branch Banking – Sales team. The role involves managing financial planning for HNI clients, analyzing portfolios, driving investment product sales, and building deep client relationships to enhance the share of wallet.

Key Responsibilities:

• Manage financial planning and asset allocation for High Net-Worth Individual (HNI) clients.
• Understand client needs and recommend suitable investment products.
• Conduct detailed performance analysis and periodic portfolio reviews.
• Build and deepen relationships with existing HNI clients.
• Assist Relationship Managers in acquiring new clients.
• Drive sales of financial products across equity, fixed income, and alternative investments.

Job Requirements:

• 6–8 years of experience in the financial and banking industry, with a strong focus on investments.
• In-depth knowledge of investment products across asset classes from a client suitability standpoint.
• Ability to initiate, manage, and grow relationships with HNI clients.
• Strong analytical and portfolio review skills.

Skills & Personal Traits:

• Strategic mindset with business acumen to identify and act on market opportunities.
• Strong communication and articulation skills.
• Effective in engaging with multiple banking channels and stakeholders.
• Balanced approach between service delivery and sales orientation.
• Strong analytical and presentation capabilities.

Qualifications:

• Graduation – Mandatory
• MBA / Post-Graduate – Preferred
• AMFI / IRDA Certification – Mandatory

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