Investment Specialist-Branch Banking-Branch Banking-Regional sales

Kotak Mahindra Bank

  • Kolkata, West Bengal
  • Permanent
  • Full-time
  • 23 days ago
job Role Ownership of the Investments target of the Region / Area that they are mapped to. Increase of Mutual Fund AUM for the mapped Region / Area. Penetration of client base for creating new investors in MF / investments from existing client base Increase in (investments products) productivity of RMs Acquisitions (NTB) attributed to presence of IC i.e NTB opened by RMs on the back of investments due to the presence of the IC Qualitative Client meetings / coverage / joint calls Portfolio construction and reviews Training & Development. Process adherence Job Requirements 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 Educational Qualifications Post graduate, preferably MBA CFP will be preferred Experience Profile 7-8 years' work experience in NBFC, Banks, Mutual Fund industry Personality Traits VERY GOOD COMMUNICATION SKILLS Able to drive people Good interpersonal skills Smart dresser & presentable

foundit

Similar Jobs

  • AVP, Investment Counsellor, Consumer Banking Group

    DBS Bank

    • Kolkata, West Bengal
    Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realize their dreams and ambitions. As a market leader in …
    • 14 days ago
  • AVP, Investment Counsellor, Consumer Banking Group

    DBS Bank

    • Kolkata, West Bengal
    Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realize their dreams and ambitions. As a market leader in …
    • 14 days ago
  • AVP, Investment Counsellor, Consumer Banking Group

    DBS Bank

    • Kolkata, West Bengal
    Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realize their dreams and ambitions. As a market leader in …
    • 14 days ago