Job Description

:Investment Specialist - RMCE|| Job code-160076Grade- M4/M5 || Location : MumbaiJob RoleOwnership of the Investments target of the Branch Banking channel mapped to Increase the Mutual Fund AUM for the mapped AreaPenetration of client base for creating new investors in MF / investments from existing client baseIncrease in (investments products) productivity of Phone Banking officersAcquisitions (NTB) attributed to presence of IC i.e NTB opened by officers on the back of investments due to the presence of the ICOther Key areas to be done periodicallyOfficers trainingDriving business /coordinating with Sr. RCMS /National HeadClient coverage / joint phone callsPortfolio construction and reviews are done periodically by self and teamTraining & Development for new joiners for better performanceProcess adherenceDynamic 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, PMSEquity Market. Current EconomyDistribution / 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.

Eligibility

• Spent twelve months (applicant for same grade role)/eighteen months (applicant for next grade role) in the same division function role.

• Applications can be made for roles in same level or one level above.

• Post graduate, preferably MBA, CFA, CFP will be preferred.

Application

• Step 1: Click Here to login to Kotak FastTrack portal

• Step 2: If you know the Job Code, enter the code and remove the default location (Your location as per HRMS) for the opportunities outside your location

• Step 3: Click on the Job Title

• Step 4: Click on 'Apply' and fill the form and click on 'Submit' to complete the FastTrack application process

For other Kotak Group Companies: If you wish to apply for the above positions, please send in your application to Dinesha.m@Kotak.com

Kotak Mahindra Bank