Job Description

Department Kotak Mahindra Bank Limited


Location Kotak Bank - infinity


Number of Positions 1


Position Grade M5/M6


Job Name Channel Lead- Investment Product



Managing internal bank channels: Affluent Segment, Branch banking, 811, SKY channel for adoption and driving sales for investment products. Responsible for annual budget setting as per Channel objectives, negotiating investment product KRA as part of RM SOP, driving sales, managing channel requirements on data for driving business requirements. Responsible for creating channel strategy on products to be focused, giving data insights to channel and management to drive investment sales, managing channel investment drives, coverage of senior leadership team to update product strategy
Maintain and deepen relationship with existing channel partners


Co-ordinate with different channel partners for various campaigns for RM Improving investment product journey, RM assisted journey basis RM feedback Keep a track of daily MIS & numbers on achievement against KRA Designing dashboards depicting business insights to management Preparation of analytical presentations and slide shows for reviews Suggest process improvements & system enhancements


Post Graduate degree with a minimum of 6 years of professional experience. At least 5 years of experience in wealth management, retail sales, or channel sales, specifically in investment products and HNI sales. Strong product knowledge of investment products and financial services. Proficiency in MS Excel, including advanced formulas and data analysis. Excellent interpersonal skills with a pleasing personality to manage client relationships and internal stakeholders effectively. * Willingness to learn and adapt, with a focus on continuous improvement.