Investment Specialist-Affluent_AFFLUENT_0465_1780_1009117

Kotak Mahindra Bank; Pune District; Sur place; INR 700 000 - 1 100 000; Plein temps

Résumé du poste

Kotak Mahindra Bank is seeking an Investment Specialist-Affluent to manage affluent client relationships, advise on banking, wealth management, and investment products, and drive revenue growth while ensuring regulatory compliance. The role requires a finance/wealth background and strong communication skills.

The position targets affluent clientele in the Pune region, with emphasis on risk-aware product recommendations and long-term client engagement.

Qualifications

• 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; a post‑graduate qualification or professional certification in finance/wealth management is an added advantage.

Responsabilités

• 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.

Connaissances

Client relationship management

Banking products knowledge

Communication & negotiation

Financial analysis

Sales orientation

Regulatory compliance knowledge

Formation

Bachelor’s degree in finance, commerce, business

Post-graduate qualification or professional certification in finance/wealth management

Description du poste

Job Description:

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.

Requirements: