Investment Specialist-Affluent-AFFLUENT-Investment Counselors
Summary
Investment specialist at Kotak Mahindra Bank managing relationships with high net worth (affluent) customers in Ahmedabad. Daily activities include sourcing new HNW clients, cross-selling banking and investment products, coordinating with group companies for seamless service delivery, and maintaining customer relationship records. Requires AMFI/IRDA certification with 2-6 years of experience depen
Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category – A priority customers
· Sources new bank customers through external individual efforts and acquisition channel
· Ensures high levels of customer service orientation and application of bank policy
· Cross sells bank products to existing set of Customers
· Informs customers of new products or product enhancements to further expand the banking relationship
· Plans and conducts special sales initiatives and events for prospective and existing clients
· Coordinates with other group companies to provide seamless access to other products
· Maintains complete relationship record for assigned customer accounts
Job requirements:
· Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services
· MIS generation
· Graduate - 4 -6 years of experience AMFI / IRDA
· Post Graduate - 2 -4 years of experience AMFI / IRDA