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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

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.