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Investment Specialist-Affluent-AFFLUENT-Investment Counselors

Kotak Mahindra Bank · ahmedabad, India
investmentclient managementportfolio managementfinancial analysisboth

Job Description

The Investment Specialist will provide expert investment advice to affluent clients. This role involves assessing client needs, recommending suitable investment products, and managing client portfolios. Strong communication and analytical skills are essential for success in this position.

Qualifications

Bachelor's Degree

Skills Required

  • investment
  • client management
  • portfolio management
  • financial analysis

Location

City: ahmedabad · Country: India