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Management Trainee-Product Specialist-Kotak Private Banking-Investment Coun at Kotak Mahindra Bank
Mumbai, maharashtra, India - Full Time
Skills Needed
Portfolio Management, Market Analysis, Macroeconomic Analysis, Investment Strategy, Financial Modeling, Mutual Funds, Asset Allocation, Bloomberg, Excel, Morningstar, Quantitative Analysis, Presentation Skills, Sebi Regulations, Risk Management, Client Communication
Specialization
Requires a CFA, CA, or MBA in Finance with a strong understanding of mutual funds and asset allocation. Proficiency in financial software like Bloomberg and Excel is essential for this role.
Technologist-I-Support Services-Applications-CTB at Kotak Mahindra Bank
Mumbai, maharashtra, India - Full Time
Skills Needed
Project Support, Cross Functional Collaboration, Business Operations, Stakeholder Management, Customer Outreach, Business Development, Communication, Continuous Learning
Specialization
The role requires a bachelor's degree and a commitment to continuous professional development. Candidates should possess strong interpersonal skills to build relationships with internal and external stakeholders.
Relationship Manager-AGRI-FIN-TRACTOR LOANS AND RETAIL(TFE)-Retail Sales at Kotak Mahindra Bank
Ganganagar, Rajasthan, India - Full Time
Skills Needed
Retail Sales, Customer Relationship Management, Banking, Retail Liabilities, Cross Selling, Regulatory Compliance, Deposit Pool Enhancement, Branch Profitability
Specialization
Candidates must have a strong background in banking, specifically in retail liabilities and sales. A bachelor's degree is required for this role.
Experience Required
Minimum 2 year(s)
Team Collections Manager -AGRI-FIN-TRACTOR LOANS AND RETAIL(TFE)-Recovery-S at Kotak Mahindra Bank
, Chhattisgarh, India - Full Time
Skills Needed
Team Management, Debt Recovery, Interpersonal Skills, People Management, Customer Service, Collections, Msme Sector Knowledge, Working Capital Loans
Specialization
Candidates must be high-energy, self-motivated, and tech-savvy with strong people management skills. A bachelor's degree is required for this role.
Experience Required
Minimum 5 year(s)
Assistant Branch Manager at BOGOTA SAVINGS BANK
Point Pleasant Beach, New Jersey, United States - Full Time
Skills Needed
Branch Operations, Customer Service, Retail Banking, Leadership, Staff Training, Performance Management, Cross Selling, Business Development, Regulatory Compliance, Problem Solving, Interpersonal Communication, Community Outreach
Specialization
Requires a high school diploma and at least 2 years of experience in retail banking or financial services. Preferred candidates possess a degree and prior supervisory experience with a strong understanding of banking operations.
Experience Required
Minimum 2 year(s)
Executive - WC-SALARIED PL AND WORKING CAPITAL-Sales at Kotak Mahindra Bank
Pune, maharashtra, India - Full Time
Skills Needed
Vehicle Financing, Relationship Management, Sales Sourcing, Channel Partner Management, Credit Application Processing, Delinquency Management, Customer Orientation
Specialization
Candidates need at least 1 year of experience in vehicle financing, specifically with CV, CE, or MUVs. A bachelor's degree and a self-motivated, customer-oriented attitude are required.
Management Trainee-Product Manager-TRANSACTION BANKING-GTS Trade at Kotak Mahindra Bank
New Delhi, delhi, India - Full Time
Skills Needed
Relationship Management, Client Acquisition, Portfolio Management, Asset Management, Liability Management, Financial Analysis, Foreign Exchange, Debt Capital Markets, Account Profitability, Regulatory Compliance, Stakeholder Management, Banking Operations
Specialization
The role requires a bachelor's degree and is structured as a management trainee position. Candidates should demonstrate strong relationship management skills and the ability to drive business growth within the banking sector.
Sales Team member  - Business Correspondent-SUPPORT SERVICES-HO Financial I at Kotak Mahindra Bank
Mahbubnagar, Telangana, India - Full Time
Skills Needed
Customer Acquisition, Financial Inclusion, Bc Agent Management, Kyc Compliance, Field Sales, Product Promotion, Portfolio Quality Management, Financial Literacy Training, Relationship Management, Onboarding, Sales Tracking, Grievance Handling
Specialization
A bachelor's degree is preferred, with 0-3 years of experience in field sales, banking, or microfinance. Prior experience with BC or CSP sales is considered an advantage.
Premier Acquisition Manager-RL SALES-Sales at Kotak Mahindra Bank
Mumbai, maharashtra, India - Full Time
Skills Needed
Relationship Management, Retail Banking, Portfolio Management, Sales, Customer Engagement, High Net Worth Individuals, Casa, Third Party Products, Coordination, Customer Centric Approach
Specialization
The candidate should possess strong coordination skills and a customer-centric approach to relationship management. Prior experience in portfolio management is required for this role.
Experience Required
Minimum 2 year(s)
Premier Acquisition Manager-Sales-Sales at Kotak Mahindra Bank
, Rajasthan, India - Full Time
Skills Needed
Relationship Management, Portfolio Management, Sales, Customer Engagement, Coordination Skills, Casa Book Building, Third Party Product Sales
Specialization
Candidates must have a bachelor's degree and prior experience in portfolio management. Strong coordination skills and a customer-centric approach are required.
Experience Required
Minimum 2 year(s)
Premier Acquisition Manager-RL SALES-Sales at Kotak Mahindra Bank
Jaipur Municipal Corporation, Rajasthan, India - Full Time
Skills Needed
Sales, Hni Acquisition, Casa, Portfolio Management, Communication Skills, Cross Selling, Lead Generation, Relationship Management, Financial Products, Insurance, Mutual Funds, Gold
Specialization
Candidates should have 1-2 years of work experience and an existing customer base. Strong communication skills and experience in portfolio management are required for this position.
Customer Service Advisor 1 - Bowie at WesBanco Bank, Inc.
Bowie, Maryland, United States - Full Time
Skills Needed
Customer Service, Sales, Relationship Building, Cash Handling, Account Opening, Outbound Calling, Financial Needs Assessment, Product Promotion, Security Procedures, Microsoft Outlook 365, Computer Literacy, Mathematical Skills, Analytical Skills, Multi Tasking, Communication, Problem Resolution
Specialization
A high school diploma is required for this position. Candidates should possess strong organizational skills, proficiency in Microsoft Outlook 365, and previous experience in banking, cash handling, sales, or customer service.
Collections Supervisor at First Hawaiian Bank
Honolulu, Hawaii, United States - Full Time
Skills Needed
Collections, Supervision, Consumer Credit Products, Ms Windows, Ms Excel, Ms Word, Ms Outlook, Communication Skills, Problem Solving, Negotiating Skills, Telephone Etiquette, Time Management, Planning, Organizing, Budgeting
Specialization
Candidates must possess a Bachelor’s degree or equivalent experience along with at least two years of experience in collections, operations supervision, or consumer credit products. Proficiency in MS Windows and strong communication, negotiation, and organizational skills are required.
Experience Required
Minimum 2 year(s)
Management Trainee-HO & SUPPORT-HO House Hold at Kotak Mahindra Bank
Mumbai, maharashtra, India - Full Time
Skills Needed
Leadership, Communication, Interpersonal Skills, Analytical Mindset, Problem Solving, Teamwork, Microsoft Office Suite, Word, Excel, Powerpoint, Project Management, Strategic Planning, Business Operations, Stakeholder Management
Specialization
Candidates must possess a strong academic record with demonstrated leadership potential and excellent communication skills. Proficiency in Microsoft Office and an analytical mindset with problem-solving abilities are also required.
Relationship Manager-MNC-Multi-National Company Vertical at Kotak Mahindra Bank
Chennai, tamil nadu, India - Full Time
Skills Needed
Client Acquisition, Portfolio Management, Trade Finance, Forex, Cms Solutions, Wealth Banking, Relationship Management, Wholesale Banking, Financial Solutions, Cross Selling, Banking Operations
Specialization
Candidates must hold a Bachelor's degree, with a preference for CA or an MBA in Finance or Marketing. A minimum of 3-6 years of relevant banking experience is required for this role.
Experience Required
Minimum 2 year(s)
Training Support-HO & SUPPORT-Training at Kotak Mahindra Bank
Mumbai, maharashtra, India - Full Time
Skills Needed
Microsoft Office, Excel, Word, Adobe Pdf, Data Management, Document Reconciliation, Mis Reporting, Helpdesk Support, Communication, Coordination
Specialization
Candidates are required to hold a bachelor's degree and possess strong Microsoft Office skills. Basic fluency in English and prior work experience are considered preferable.
Premier Acquisition Manager - CASA-RL SALES-Sales at Kotak Mahindra Bank
, gujarat, India - Full Time
Skills Needed
Hni Acquisition, Sales, Revenue Generation, Casa Book Management, Portfolio Management, Communication Skills, Channel Coordination, Customer Relationship Management
Specialization
Candidates must have 1-2 years of work experience and possess an existing customer base. A bachelor's degree or MBA is required, along with strong communication and portfolio management skills.
Relationship Manager-Mid Market-Sales at Kotak Mahindra Bank
Coimbatore, tamil nadu, India - Full Time
Skills Needed
Client Acquisition, Portfolio Management, Trade Finance, Forex, Cms Solutions, Cross Selling, Salary Accounts, Wealth Banking, Relationship Management, Financial Sales
Specialization
Candidates must hold a CA or MBA in Finance or Marketing. A minimum of 3-6 years of relevant banking experience is required.
Experience Required
Minimum 2 year(s)
Deputy Branch Manager-Outbound-Branch Banking-Relationship Management at Kotak Mahindra Bank
New Delhi, delhi, India - Full Time
Skills Needed
Branch Banking, Relationship Management, Sales Leadership, Business Growth, Casa, Asset Sales, Customer Engagement, Customer Retention, Team Management, Front Office Operations
Specialization
The ideal candidate should possess strong leadership skills and a blend of sales and service orientation. A bachelor's degree is required for this role.
Experience Required
Minimum 5 year(s)
811-CEC Officer-Inbound-Digital Banking Kotak 811-Contact Centre Inbound at Kotak Mahindra Bank
Thane, maharashtra, India - Full Time
Skills Needed
Customer Service, Communication Skills, Banking Solutions, Sales Conversion, Product Knowledge, Record Keeping, Problem Solving, Customer Experience
Specialization
The role requires excellent communication skills and a customer-first mindset to thrive in a fast-paced environment. Candidates must be capable of working toward targets while providing high-quality banking solutions.
Management Trainee-Product Specialist-Kotak Private Banking-Investment Coun at Kotak Mahindra Bank
Mumbai, maharashtra, India -
Full Time


Start Date

Immediate

Expiry Date

24 Jul, 26

Salary

0.0

Posted On

25 Apr, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Portfolio Management, Market Analysis, Macroeconomic Analysis, Investment Strategy, Financial Modeling, Mutual Funds, Asset Allocation, Bloomberg, Excel, Morningstar, Quantitative Analysis, Presentation Skills, SEBI Regulations, Risk Management, Client Communication

Industry

Banking

Description
Job role * Develop and maintain customized portfolios based on client risk profiles and investment objectives. * Analyze market trends, macroeconomic indicators, and asset performance to support investment decisions. * Communicate investment strategies and rationale to Relationship Managers and clients. * Collaborate with the Research and Risk teams to ensure portfolios align with firm guidelines and market outlook. * Monitor client portfolio performance regularly and suggest timely rebalancing or switches. * Ensure strict compliance with SEBI regulations and internal risk frameworks. * Maintain detailed documentation of investment decisions and client communications. * Assist in developing new investment models or strategies to enhance product offerings.                                                        Job Requirements * CFA / CA / MBA (Finance) or equivalent. * Sound understanding of mutual funds, asset allocation, and financial modeling. * Proficiency in using financial software and tools (e.g., Bloomberg, Excel, Morningstar). * Strong quantitative, analytical, and presentation skills. * Knowledge of SEBI PMS regulations and industry best practices.      
Responsibilities
Develop and maintain customized investment portfolios while analyzing market trends and macroeconomic indicators. Collaborate with research teams to ensure portfolio alignment with firm guidelines and regulatory compliance.
Management Trainee-Product Specialist-Kotak Private Banking-Investment Coun at Kotak Mahindra Bank
Mumbai, maharashtra, India - Full Time
Skills Needed
Portfolio Management, Market Analysis, Macroeconomic Analysis, Investment Strategy, Financial Modeling, Mutual Funds, Asset Allocation, Bloomberg, Excel, Morningstar, Quantitative Analysis, Presentation Skills, Sebi Regulations, Risk Management, Client Communication
Specialization
Requires a CFA, CA, or MBA in Finance with a strong understanding of mutual funds and asset allocation. Proficiency in financial software like Bloomberg and Excel is essential for this role.
Technologist-I-Support Services-Applications-CTB at Kotak Mahindra Bank
Mumbai, maharashtra, India - Full Time
Skills Needed
Project Support, Cross Functional Collaboration, Business Operations, Stakeholder Management, Customer Outreach, Business Development, Communication, Continuous Learning
Specialization
The role requires a bachelor's degree and a commitment to continuous professional development. Candidates should possess strong interpersonal skills to build relationships with internal and external stakeholders.
Relationship Manager-AGRI-FIN-TRACTOR LOANS AND RETAIL(TFE)-Retail Sales at Kotak Mahindra Bank
Ganganagar, Rajasthan, India - Full Time
Skills Needed
Retail Sales, Customer Relationship Management, Banking, Retail Liabilities, Cross Selling, Regulatory Compliance, Deposit Pool Enhancement, Branch Profitability
Specialization
Candidates must have a strong background in banking, specifically in retail liabilities and sales. A bachelor's degree is required for this role.
Experience Required
Minimum 2 year(s)
Team Collections Manager -AGRI-FIN-TRACTOR LOANS AND RETAIL(TFE)-Recovery-S at Kotak Mahindra Bank
, Chhattisgarh, India - Full Time
Skills Needed
Team Management, Debt Recovery, Interpersonal Skills, People Management, Customer Service, Collections, Msme Sector Knowledge, Working Capital Loans
Specialization
Candidates must be high-energy, self-motivated, and tech-savvy with strong people management skills. A bachelor's degree is required for this role.
Experience Required
Minimum 5 year(s)
Assistant Branch Manager at BOGOTA SAVINGS BANK
Point Pleasant Beach, New Jersey, United States - Full Time
Skills Needed
Branch Operations, Customer Service, Retail Banking, Leadership, Staff Training, Performance Management, Cross Selling, Business Development, Regulatory Compliance, Problem Solving, Interpersonal Communication, Community Outreach
Specialization
Requires a high school diploma and at least 2 years of experience in retail banking or financial services. Preferred candidates possess a degree and prior supervisory experience with a strong understanding of banking operations.
Experience Required
Minimum 2 year(s)
Executive - WC-SALARIED PL AND WORKING CAPITAL-Sales at Kotak Mahindra Bank
Pune, maharashtra, India - Full Time
Skills Needed
Vehicle Financing, Relationship Management, Sales Sourcing, Channel Partner Management, Credit Application Processing, Delinquency Management, Customer Orientation
Specialization
Candidates need at least 1 year of experience in vehicle financing, specifically with CV, CE, or MUVs. A bachelor's degree and a self-motivated, customer-oriented attitude are required.
Management Trainee-Product Manager-TRANSACTION BANKING-GTS Trade at Kotak Mahindra Bank
New Delhi, delhi, India - Full Time
Skills Needed
Relationship Management, Client Acquisition, Portfolio Management, Asset Management, Liability Management, Financial Analysis, Foreign Exchange, Debt Capital Markets, Account Profitability, Regulatory Compliance, Stakeholder Management, Banking Operations
Specialization
The role requires a bachelor's degree and is structured as a management trainee position. Candidates should demonstrate strong relationship management skills and the ability to drive business growth within the banking sector.
Sales Team member  - Business Correspondent-SUPPORT SERVICES-HO Financial I at Kotak Mahindra Bank
Mahbubnagar, Telangana, India - Full Time
Skills Needed
Customer Acquisition, Financial Inclusion, Bc Agent Management, Kyc Compliance, Field Sales, Product Promotion, Portfolio Quality Management, Financial Literacy Training, Relationship Management, Onboarding, Sales Tracking, Grievance Handling
Specialization
A bachelor's degree is preferred, with 0-3 years of experience in field sales, banking, or microfinance. Prior experience with BC or CSP sales is considered an advantage.
Premier Acquisition Manager-RL SALES-Sales at Kotak Mahindra Bank
Mumbai, maharashtra, India - Full Time
Skills Needed
Relationship Management, Retail Banking, Portfolio Management, Sales, Customer Engagement, High Net Worth Individuals, Casa, Third Party Products, Coordination, Customer Centric Approach
Specialization
The candidate should possess strong coordination skills and a customer-centric approach to relationship management. Prior experience in portfolio management is required for this role.
Experience Required
Minimum 2 year(s)
Premier Acquisition Manager-Sales-Sales at Kotak Mahindra Bank
, Rajasthan, India - Full Time
Skills Needed
Relationship Management, Portfolio Management, Sales, Customer Engagement, Coordination Skills, Casa Book Building, Third Party Product Sales
Specialization
Candidates must have a bachelor's degree and prior experience in portfolio management. Strong coordination skills and a customer-centric approach are required.
Experience Required
Minimum 2 year(s)
Premier Acquisition Manager-RL SALES-Sales at Kotak Mahindra Bank
Jaipur Municipal Corporation, Rajasthan, India - Full Time
Skills Needed
Sales, Hni Acquisition, Casa, Portfolio Management, Communication Skills, Cross Selling, Lead Generation, Relationship Management, Financial Products, Insurance, Mutual Funds, Gold
Specialization
Candidates should have 1-2 years of work experience and an existing customer base. Strong communication skills and experience in portfolio management are required for this position.
Customer Service Advisor 1 - Bowie at WesBanco Bank, Inc.
Bowie, Maryland, United States - Full Time
Skills Needed
Customer Service, Sales, Relationship Building, Cash Handling, Account Opening, Outbound Calling, Financial Needs Assessment, Product Promotion, Security Procedures, Microsoft Outlook 365, Computer Literacy, Mathematical Skills, Analytical Skills, Multi Tasking, Communication, Problem Resolution
Specialization
A high school diploma is required for this position. Candidates should possess strong organizational skills, proficiency in Microsoft Outlook 365, and previous experience in banking, cash handling, sales, or customer service.
Collections Supervisor at First Hawaiian Bank
Honolulu, Hawaii, United States - Full Time
Skills Needed
Collections, Supervision, Consumer Credit Products, Ms Windows, Ms Excel, Ms Word, Ms Outlook, Communication Skills, Problem Solving, Negotiating Skills, Telephone Etiquette, Time Management, Planning, Organizing, Budgeting
Specialization
Candidates must possess a Bachelor’s degree or equivalent experience along with at least two years of experience in collections, operations supervision, or consumer credit products. Proficiency in MS Windows and strong communication, negotiation, and organizational skills are required.
Experience Required
Minimum 2 year(s)
Management Trainee-HO & SUPPORT-HO House Hold at Kotak Mahindra Bank
Mumbai, maharashtra, India - Full Time
Skills Needed
Leadership, Communication, Interpersonal Skills, Analytical Mindset, Problem Solving, Teamwork, Microsoft Office Suite, Word, Excel, Powerpoint, Project Management, Strategic Planning, Business Operations, Stakeholder Management
Specialization
Candidates must possess a strong academic record with demonstrated leadership potential and excellent communication skills. Proficiency in Microsoft Office and an analytical mindset with problem-solving abilities are also required.
Relationship Manager-MNC-Multi-National Company Vertical at Kotak Mahindra Bank
Chennai, tamil nadu, India - Full Time
Skills Needed
Client Acquisition, Portfolio Management, Trade Finance, Forex, Cms Solutions, Wealth Banking, Relationship Management, Wholesale Banking, Financial Solutions, Cross Selling, Banking Operations
Specialization
Candidates must hold a Bachelor's degree, with a preference for CA or an MBA in Finance or Marketing. A minimum of 3-6 years of relevant banking experience is required for this role.
Experience Required
Minimum 2 year(s)
Training Support-HO & SUPPORT-Training at Kotak Mahindra Bank
Mumbai, maharashtra, India - Full Time
Skills Needed
Microsoft Office, Excel, Word, Adobe Pdf, Data Management, Document Reconciliation, Mis Reporting, Helpdesk Support, Communication, Coordination
Specialization
Candidates are required to hold a bachelor's degree and possess strong Microsoft Office skills. Basic fluency in English and prior work experience are considered preferable.
Premier Acquisition Manager - CASA-RL SALES-Sales at Kotak Mahindra Bank
, gujarat, India - Full Time
Skills Needed
Hni Acquisition, Sales, Revenue Generation, Casa Book Management, Portfolio Management, Communication Skills, Channel Coordination, Customer Relationship Management
Specialization
Candidates must have 1-2 years of work experience and possess an existing customer base. A bachelor's degree or MBA is required, along with strong communication and portfolio management skills.
Relationship Manager-Mid Market-Sales at Kotak Mahindra Bank
Coimbatore, tamil nadu, India - Full Time
Skills Needed
Client Acquisition, Portfolio Management, Trade Finance, Forex, Cms Solutions, Cross Selling, Salary Accounts, Wealth Banking, Relationship Management, Financial Sales
Specialization
Candidates must hold a CA or MBA in Finance or Marketing. A minimum of 3-6 years of relevant banking experience is required.
Experience Required
Minimum 2 year(s)
Deputy Branch Manager-Outbound-Branch Banking-Relationship Management at Kotak Mahindra Bank
New Delhi, delhi, India - Full Time
Skills Needed
Branch Banking, Relationship Management, Sales Leadership, Business Growth, Casa, Asset Sales, Customer Engagement, Customer Retention, Team Management, Front Office Operations
Specialization
The ideal candidate should possess strong leadership skills and a blend of sales and service orientation. A bachelor's degree is required for this role.
Experience Required
Minimum 5 year(s)
811-CEC Officer-Inbound-Digital Banking Kotak 811-Contact Centre Inbound at Kotak Mahindra Bank
Thane, maharashtra, India - Full Time
Skills Needed
Customer Service, Communication Skills, Banking Solutions, Sales Conversion, Product Knowledge, Record Keeping, Problem Solving, Customer Experience
Specialization
The role requires excellent communication skills and a customer-first mindset to thrive in a fast-paced environment. Candidates must be capable of working toward targets while providing high-quality banking solutions.
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