Investment Specialist - Branch Banking
Kotak Mahindra Bank LimitedIndore
Not disclosed
Job Description
Investment Specialist-Branch Banking-BRANCH BANKING-Investment Counselors
- Responsible for providing investment advisory and counseling services within branch banking. - Acts as a specialist to guide clients on investment products and financial planning. - Requires understanding of banking products, customer service, and financial markets. - Works closely with branch teams to enhance customer investment portfolios. - Role demands strong communication and client relationship management skills. - Typically requires experience in financial services or banking sector. - May involve working with diverse customer segments to meet their investment needs. - Supports branch revenue growth through investment product sales and advice. - Requires adaptability to branch environment and regulatory compliance. - Focused on delivering personalized investment solutions to customers.Job role
Work locationIndore, 5916-Indore -Metro Tower-MPH, H – 201 & 202, 2nd Floor, Metro Tower, Scheme No.54,A.B. Road, Near Vijay Nagar Circle, Indore, Indore, Madhya Pradesh, India
DepartmentBanking / Insurance / Financial Services
Role / CategoryInvestment Banking, Private Equity & VC
Employment typeFull Time
ShiftDay Shift
Job requirements
ExperienceMin. 1 year
About company
NameKotak Mahindra Bank Limited
Job posted by Kotak Mahindra Bank Limited
Similar jobs you can apply for
Accounts / FinanceBusiness Support Executive
Virtual ExpertsNavlakha, Indore
₹19,900 - ₹27,000

Customer Care Executive
Hird ServicesIndore
₹32,000 - ₹42,000

Delivery Partner
ZeptoIndore
₹40,000 - ₹1,00,000*
Business Development Officer
Growthvista Research Services Private LimitedTukoganj, Indore
₹15,000 - ₹20,000*
Billing Engineer
Karma Techno TradeIndore
₹25,000 - ₹30,000

Sales Executive
Globe Capital Market LtdMurai Mohalla, Indore
₹12,000 - ₹25,000*