Investment Specialist-Branch Banking-Branch Banking-Regional sales
Investment Specialist-Branch Banking-Branch Banking-Regional sales
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Job Description
Investment Specialist RMCE Job code160076
Grade M4/M5 Location : Mumbai
Job Role
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
Mutual Fund investments in detail PMS
Equity Market. Current Economy
Distribution / Channel management
For other Kotak Group Companies: If you wish to apply for the above positions please send in your application to
Required Experience:
Unclear Seniority
Employment Type
Full-Time
