Investment Counsellor - Branch Banking-BRANCH BANKING-Regional sales
Kotak Mahindra Bank
Date: 3 weeks ago
City: Nagpur, Maharashtra
Contract type: Full time
JOB DESCRIPTION
ROLE: Investment Specialist – Branch Banking - Sales
Grade: M1 – Associate Vice President (M5) / Deputy Vice President (M6)
FUNCTION: Branch Banking-Sales
SEGMENT: CONSUMER BANK
LOCATION:
JOB DESCRIPTION
Job Role
• Manage financial planning of HNI clients, identify their needs and provide them with suitable products and asset allocation.
• Detailed Performance analysis of client portfolios and periodical review the portfolio
• Build and deepen relationships with existing HNI clients to achieve increase in share of wallet.
• Assist RM in acquiring new relations / customers.
• Drive sales of financial products to suitable client portfolios
Job Requirements
• 6-8 years of experience in financial & banking industry with relevant experience in investments
• High understanding of investment ideas across equity, fixed income and Alternates from a client suitability point of view
• High understanding of investment products
• Ability to initiate and hold interactions with HNI Clients and deepen the relationships.
PERSONALITY TRAITS & REQUIRED SKILLS:
- Should have the business acumen to spot the opportunities and make a business case to penetrate the market by preparing catchment specific strategy
- Ability to engage with various channels across Consumer Bank and leave a positive impact in every interaction
- Must be an effective communicator. Need to have good articulation skills
- Blend of Service and Sales orientation
- Min. 5-7 Year of Relevant Experience.
- Should possess good analytical & presentation skills.
QUALIFICATION:
- Graduation – Compulsory
- MBA / PG – Preferred
- AMFI / IRDA Certification - Mandatory
ROLE: Investment Specialist – Branch Banking - Sales
Grade: M1 – Associate Vice President (M5) / Deputy Vice President (M6)
FUNCTION: Branch Banking-Sales
SEGMENT: CONSUMER BANK
LOCATION:
JOB DESCRIPTION
Job Role
• Manage financial planning of HNI clients, identify their needs and provide them with suitable products and asset allocation.
• Detailed Performance analysis of client portfolios and periodical review the portfolio
• Build and deepen relationships with existing HNI clients to achieve increase in share of wallet.
• Assist RM in acquiring new relations / customers.
• Drive sales of financial products to suitable client portfolios
Job Requirements
• 6-8 years of experience in financial & banking industry with relevant experience in investments
• High understanding of investment ideas across equity, fixed income and Alternates from a client suitability point of view
• High understanding of investment products
• Ability to initiate and hold interactions with HNI Clients and deepen the relationships.
PERSONALITY TRAITS & REQUIRED SKILLS:
- Should have the business acumen to spot the opportunities and make a business case to penetrate the market by preparing catchment specific strategy
- Ability to engage with various channels across Consumer Bank and leave a positive impact in every interaction
- Must be an effective communicator. Need to have good articulation skills
- Blend of Service and Sales orientation
- Min. 5-7 Year of Relevant Experience.
- Should possess good analytical & presentation skills.
QUALIFICATION:
- Graduation – Compulsory
- MBA / PG – Preferred
- AMFI / IRDA Certification - Mandatory
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