Kotak Securities Limited

Investment Specialist-Branch Banking_BRANCH BANKING_0465_1459_1100949

Kotak Securities Limited
Mumbai/Bombay
Not disclosed
Work from OfficeWork from Office
Full TimeFull Time
Min. 2 yearsMin. 2 years

Job Description

Investment Specialist-Branch Banking_BRANCH BANKING_0465_1459_1100949

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 professional certification in finance/wealth management is an added advantage.

 

 

Job role

Work location
Work locationMumbai, 1459-Mumbai-Adamas Plaza -CST Road-Kalina-MAH, Admas Plaza,166/16 CST Road. Kalina, Santacruz (East), Mumbai, Maharashtra, India
Department
DepartmentBanking / Insurance / Financial Services
Role / Category
Role / CategoryInvestment Banking, Private Equity & VC
Employment type
Employment typeFull Time
Shift
ShiftDay Shift

Job requirements

Experience
ExperienceMin. 2 years

About company

Name
NameKotak Securities Limited
Job posted by Kotak Securities Limited

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You can expect a minimum salary of 0 INR. The salary offered will depend on your skills, experience and performance in the interview.

The candidate should have completed the required education and people who have 2 to 31 years are eligible to apply for this job. You can apply for more jobs in Mumbai/Bombay to get hired quickly.

The candidate should have sound communication skills and sound communication skills for this job.

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