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Location: Mumbai, India
Job Description
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.
Job Info
Job Identification
273772
Job Category
Consumer Bank
Posting Date
11/04/2026
Apply Before
12/04/2026
Degree Level
Bachelor's Degree
Job Schedule
Full time
Locations
Admas Plaza,166/16 CST Road. Kalina, Santacruz (East), Mumbai, Maharashtra, 400098, IN
Job data: Headcount Labs (headcountlabs.com), ODbL 1.0. The job description belongs to the employer. Location data © OpenStreetMap contributors and Overture Maps.
From live job posts on CoreHRx, updated 6 Nov 2026. Skill figures count posts that list their skills; salary figures only posts that show a salary.
In Mumbai.
It is a full time job.
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