Investment Specialist-Branch Banking (Kotak Bank)

Ownership of the Investments target of the Branch Banking channel mapped to Increase the Mutual Fund AUM for the mapped Area Penetration of client base for creating new investors in MF / investments from existing client base Increase in (investments products) productivity of Phone Banking officers Acquisitions (NTB) attributed to presence of IC i.e NTB opened by officers on the back of investments due to the presence of the IC

Other Key areas to be done periodically Officers training Driving business /coordinating with Sr. RCMS /National Head Client coverage / joint phone calls Portfolio construction and reviews are done periodically by self and team Training & Development for new joiners for better performance Process adherence Dynamic person who can think and implement new strategies for customer acquisition, penetration and retention

Job Requirements

•8-10 years’ work experience in NBFC, Banks, Mutual Fund industry

•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.

• Pro-activeness to know things and drive business and people

Industries:Consumer Goods, Financial Services, Investment Banking