Portfolio Management Professional

7 days ago


Mumbai, Maharashtra, India Kotak Mahindra Bank Limited Full time
Job Overview

We are seeking an experienced Portfolio Management Professional to join our team at Kotak Mahindra Bank Limited. The successful candidate will be responsible for managing our retail and wholesale portfolios, ensuring they are performing optimally.

  • Managing the portfolio's performance, identifying areas for improvement, and developing strategies to address them.
  • Collaborating with the IT team to automate various MIS and management dashboards.
  • Preparing regular reports on the portfolio's performance for senior management.

The ideal candidate will have a strong understanding of portfolio management principles, as well as technical skills in working with SAP BO, SQL, MS Access, MS Excel, and VBA Macros.

Requirements
  • Portfolio Management: Managing retail and wholesale portfolios, identifying areas for improvement, developing strategies.
  • Technical Knowledge: SAP BO, SQL, MS Access, MS Excel, VBA Macros, Analytics tools like R, SAS, Knime, Pentaho.
  • Communication Skills: Good communicator, confident with communicating with different audiences, fluent in English.
About Us

Kotak Mahindra Bank Limited is a leading financial services institution in India, offering a range of products and services to individuals, corporations, and institutions. We are committed to providing exceptional customer service and creating value for our stakeholders.



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