Investment Specialist – Affluent Banking

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