Investment Specialist
Kotak Mahindra Bank Limited
Work from Office
Full Time
Min. 2 yearsJob Description
SKY Global Indian-Management Trainee-Sky Channel-VRM - NR
Role : Investment specialists
Roles & Responsibilities
1. Provide expert advice on Investment Products (Mutual Fund, equities, Insurance etc)
2. Building and maintaining strong client relationships, delivering high quality service and tailored solutions
3. Keeping abreast of market trends, regulatory changes and new investment products to provide informed guidance.
4. Collaborating with Internal Teams like Global Indian RMs, MF Ops Team, Product Team etc. to deliver comprehensive investment services.
5. Preparing investment proposals, reports and portfolio reviews to clients.
6. Ensuring Compliance with Industry regulations and internal policies in all client interactions and transactions.
Job Requirements: MBA / PGDBM (specialization in finance / marketing / business)
Preferences:
- Certifications like AMFI, IRDA, or Wealth Management courses
- 2–5 years in Broking, wealth management, AMC, Retail Banking
- Excellent communication and interpersonal skills
- Proficiency in MS Excel and CRM Tools
Experience Level
Entry LevelJob role
Job requirements
About company
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