Investment Specialist-Kotak Private Banking-GIFT City

About the role

Kotak Mahindra Bank Limited (KMBL) – GIFT City Branch is looking to onboard Investment Specialists to drive offshore investment solutions for Indian residents investing under the Liberalised Remittance Scheme (LRS) . The selected candidates will be employed by the GIFT City branch and will be responsible for market coverage of Delhi, Mumbai, and Bangalore .

What you'll do

• Act as a subject-matter expert for offshore investment products offered through GIFT City for Indian residents under LRS
• Advise clients on asset allocation, portfolio construction, and offshore diversification , aligned with client risk profiles and regulatory frameworks
• Drive investment-led conversations with Private Banking, Wealth, and Affluent relationship teams across assigned geographies
• Partner closely with onshore RM teams to originate, convert, and grow offshore investment flows
• Provide regular market insights, global investment themes, and product updates to clients and internal stakeholders

What you need

• 5–12 yrs of experience
• Mutual funds
• Wealth management
• Reporting
• Treasury
• FEMA
• Cross-selling
• Chartered Accountant or CFA or MBA

Good to have

• CFA