Job Description

Investment Specialist -

Grade- M4/M5

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



o8-10 years' work experience in NBFC, Banks, Mutual Fund industry


oIn depth domain knowledge of


Mutual Fund investments in detail, PMS


Equity Market. Current Economy


Distribution / Channel management


o Good communication and presentation skills, Good interpersonal skills


o Ability to work with other people well, Willing to travel.


o Pro-activeness to know things and drive business and people.



Eligibility



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


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


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



Application



oStep 1: Click Here to login to Kotak FastTrack portal


oStep 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


oStep 3: Click on the Job Title


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