Investment Specialist-Affluent_AFFLUENT_0465_1780_1009117
Kotak Mahindra Bank · Mumbai
Investment Specialist-Affluent
Affluent - IS
- Strong client relationship management skills, with the ability to build trust and long-term engagement with affluent customers.
- Sound understanding of banking products, wealth management solutions, and investment and insurance offerings.
- Excellent communication, negotiation, and interpersonal skills to handle diverse client profiles and complex financial discussions.
- Ability to analyze financial information, understand risk profiles, and recommend appropriate products and services.
- Proactive sales orientation with experience in achieving targets and driving revenue growth in financial services.
- High level of integrity, adherence to compliance standards, and familiarity with regulatory guidelines in banking and investment.
- Bachelor’s degree in finance, commerce, business, or a related field; a post-graduate qualification or professional certification in finance/wealth management is an added advantage.