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Role: Investment Specialist – Offshore Investments (LRS)
Entity: Kotak Mahindra Bank Limited – GIFT City Branch
Function: Private Banking / Investments / International Business
Grade: M6 / M7 / M8 (depending on experience and fit)
Total Openings: 4
Reporting Location: GIFT City
Role Overview
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. While the official base will be GIFT City, the role requires significant time spent in the assigned geography for client engagement, relationship deepening, and business development.
Key Responsibilities
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.
Ensure end-to-end transaction execution, documentation, and adherence to RBI, FEMA, and internal compliance guidelines.
Support new product launches, platform enhancements, and process improvements for offshore offerings.
Key Performance Indicators (KPIs)
The role will be evaluated on the following broad KPIs:
Business & Revenue
Offshore AUM mobilization under LRS
Net new client acquisition for offshore investments
Revenue generation from investment products
Cross-sell and wallet-share enhancement
Client Engagement
Quality and depth of client interactions
Conversion ratio from leads to funded accounts
Client retention and repeat investments
Product & Advisory Effectiveness
Product penetration across asset classes (funds, bonds, structured products, alternatives, etc.)
Portfolio performance alignment with client objectives
Adoption of global market themes and tactical ideas
Governance & Compliance
Zero tolerance for compliance breaches
Timely and accurate documentation
Adherence to internal and regulatory guidelines
Skills & Competencies
Technical Skills
Strong understanding of investment products (mutual funds, PMS/AIFs, bonds, structured products, discretionary/ advisory portfolios).
Experience with USD-denominated products and offshore structures is highly desirable.
Working knowledge of global financial markets, asset classes, and macroeconomic drivers.
Familiarity with LRS, FEMA regulations, and offshore investing frameworks.
Behavioral & Functional Skills
Strong client-facing and advisory mindset
Ability to influence and collaborate with onshore RM teams
Commercial acumen with a solutions-oriented approach
High levels of ownership, accountability, and execution discipline
Excellent communication and presentation skills
Experience & Eligibility
Minimum 5–12 years of relevant experience (depending on grade) in investments, private banking, wealth management, or treasury distribution.
Prior experience in investment advisory, product specialization, or portfolio solutions is mandatory.
Exposure to offshore / international investments will be a strong advantage.
Proven track record of managing investment-led relationships and meeting revenue targets.
Educational Qualifications
Graduate in any discipline (mandatory)
Post-graduation (MBA/CA/CFA or equivalent) preferred
CFA / CWM / CFP or other relevant certifications will be an added advantage
Who Should Apply
Professionals with a strong investment orientation who are keen to build offshore capabilities.
Individuals comfortable with multi-location coverage and frequent travel.
Candidates looking to be part of KMBL’s GIFT City growth story and international expansion.
Educational Qualifications
Graduate in any discipline (mandatory)
Post-graduation (MBA/CA/CFA or equivalent) preferred
CFA / CWM / CFP or other relevant certifications will be an added advantage
Role: Investment Specialist – Offshore Investments (LRS)
Entity: Kotak Mahindra Bank Limited – GIFT City Branch
Function: Private Banking / Investments / International Business
Grade: M6 / M7 / M8 (depending on experience and fit)
Total Openings: 4
Reporting Location: GIFT City
Role Overview
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. While the official base will be GIFT City, the role requires significant time spent in the assigned geography for client engagement, relationship deepening, and business development.
Key Responsibilities
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.
Ensure end-to-end transaction execution, documentation, and adherence to RBI, FEMA, and internal compliance guidelines.
Support new product launches, platform enhancements, and process improvements for offshore offerings.
Key Performance Indicators (KPIs)
The role will be evaluated on the following broad KPIs:
Business & Revenue
Offshore AUM mobilization under LRS
Net new client acquisition for offshore investments
Revenue generation from investment products
Cross-sell and wallet-share enhancement
Client Engagement
Quality and depth of client interactions
Conversion ratio from leads to funded accounts
Client retention and repeat investments
Product & Advisory Effectiveness
Product penetration across asset classes (funds, bonds, structured products, alternatives, etc.)
Portfolio performance alignment with client objectives
Adoption of global market themes and tactical ideas
Governance & Compliance
Zero tolerance for compliance breaches
Timely and accurate documentation
Adherence to internal and regulatory guidelines
Skills & Competencies
Technical Skills
Strong understanding of investment products (mutual funds, PMS/AIFs, bonds, structured products, discretionary/ advisory portfolios).
Experience with USD-denominated products and offshore structures is highly desirable.
Working knowledge of global financial markets, asset classes, and macroeconomic drivers.
Familiarity with LRS, FEMA regulations, and offshore investing frameworks.
Behavioral & Functional Skills
Strong client-facing and advisory mindset
Ability to influence and collaborate with onshore RM teams
Commercial acumen with a solutions-oriented approach
Hig
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