Investment Specialist-Branch Banking_BRANCH BANKING_0465_1459_1100949
- LocationMumbai, Maharashtra, India
- Work typeOn-site
- EmploymentFull-time
- Posted4 November 2026
- SourceKotak Mahindra Bank's careers page (Oracle Recruiting)
Live checkFirst seen 5 days ago; still listed on Kotak Mahindra Bank's careers page 2 h ago.
At a glance
- EducationBachelor's degree
Read from the ad by RoleFinder, with rules and an AI reading; the description is the source.
About the role
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.
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