Job Description
About the job
We are hiring passionate and result-oriented professionals for the role of Investment Specialist – Affluent Banking at Kotak Mahindra Bank, Ahmedabad.
🔍 Role Highlights:
• Manage and grow a portfolio of affluent/HNI clients
• Drive sales of investment products – Mutual Funds, Insurance, PMS, Bonds, etc.
• Provide customized wealth solutions aligned with client financial goals
• Collaborate with Relationship Managers to enhance overall client experience
🎯 Ideal Candidate:
• Experience in Wealth Management / Affluent Banking / Investment Advisory
• Strong understanding of financial markets & investment products
• Excellent communication & relationship management skills
• Target-driven with a client-first approach
• Candidates from Asset Management Companies and Banking background will be preferred
📩 Interested candidates can share their resumes at:
ankit.kashyap@kotak.com
We are hiring passionate and result-oriented professionals for the role of Investment Specialist – Affluent Banking at Kotak Mahindra Bank, Ahmedabad.
🔍 Role Highlights:
• Manage and grow a portfolio of affluent/HNI clients
• Drive sales of investment products – Mutual Funds, Insurance, PMS, Bonds, etc.
• Provide customized wealth solutions aligned with client financial goals
• Collaborate with Relationship Managers to enhance overall client experience
🎯 Ideal Candidate:
• Experience in Wealth Management / Affluent Banking / Investment Advisory
• Strong understanding of financial markets & investment products
• Excellent communication & relationship management skills
• Target-driven with a client-first approach
• Candidates from Asset Management Companies and Banking background will be preferred
📩 Interested candidates can share their resumes at:
ankit.kashyap@kotak.com
💡 Quick Summary
Seeking a career-building opportunity? The Investment Specialist – Affluent Banking position is now open for candidates interested in the Finance sector. This role in Ahmedabad offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Finance is a plus.