Verified Job
Accounting - Finance
Investment Specialist-Branch Banking-Branch Banking-Regional sales
Accounting - Finance
#544312
Remote / WFH
Job Description
Investment Specialist - RMCE Job code-160076
Grade- M4/M5 Location : Mumbai
Job Role
Ownership of the Investments target of the Branch Banking channel mapped to Increase the Mutual Fund AUM for the mapped Area
Penetration of client base for creating new investors in MF / investments from existing client base
Increase in (investments products) productivity of Phone Banking officers
Acquisitions (NTB) attributed to presence of IC i.e NTB opened by officers on the back of investments due to the presence of the IC
Other Key areas to be done periodically
Officers training
Driving business /coordinating with Sr. RCMS /National Head
Client coverage / joint phone calls
Portfolio construction and reviews are done periodically by self and team
Training & Development for new joiners for better performance
Process adherence
Dynamic person who can think and implement new strategies for customer acquisition, penetration and retention.
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.
Eligibility
•Spent twelve months (applicant for same grade role)/eighteen months (applicant for next grade role) in the same division function role.
•Applications can be made for roles in same level or one level above.
• Post graduate, preferably MBA, CFA, CFP will be preferred.
Application
•Step 1: Click Here to login to Kotak FastTrack portal
•Step 2: If you know the Job Code, enter the code and remove the default location (Your location as per HRMS) for the opportunities outside your location
•Step 3: Click on the Job Title
•Step 4: Click on ‘Apply’ and fill the form and click on ‘Submit’ to complete the FastTrack application process
•
For other Kotak Group Companies: If you wish to apply for the above positions, please send in your application to Dinesha.m@Kotak.com
Grade- M4/M5 Location : Mumbai
Job Role
Ownership of the Investments target of the Branch Banking channel mapped to Increase the Mutual Fund AUM for the mapped Area
Penetration of client base for creating new investors in MF / investments from existing client base
Increase in (investments products) productivity of Phone Banking officers
Acquisitions (NTB) attributed to presence of IC i.e NTB opened by officers on the back of investments due to the presence of the IC
Other Key areas to be done periodically
Officers training
Driving business /coordinating with Sr. RCMS /National Head
Client coverage / joint phone calls
Portfolio construction and reviews are done periodically by self and team
Training & Development for new joiners for better performance
Process adherence
Dynamic person who can think and implement new strategies for customer acquisition, penetration and retention.
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.
Eligibility
•Spent twelve months (applicant for same grade role)/eighteen months (applicant for next grade role) in the same division function role.
•Applications can be made for roles in same level or one level above.
• Post graduate, preferably MBA, CFA, CFP will be preferred.
Application
•Step 1: Click Here to login to Kotak FastTrack portal
•Step 2: If you know the Job Code, enter the code and remove the default location (Your location as per HRMS) for the opportunities outside your location
•Step 3: Click on the Job Title
•Step 4: Click on ‘Apply’ and fill the form and click on ‘Submit’ to complete the FastTrack application process
•
For other Kotak Group Companies: If you wish to apply for the above positions, please send in your application to Dinesha.m@Kotak.com
