Investment Portfolio Manager

2 weeks ago


Noida, Uttar Pradesh, India Kotak Mahindra Bank Full time

Job Role

As a key member of our team at Kotak Mahindra Bank, you will be responsible for managing client relationships and achieving target active assets under management (AUM).

Key responsibilities include identifying customer needs, assessing their risk appetite, and providing tailored investment options.

You will also be responsible for providing regular market updates and portfolio performance reports to clients.

Additionally, you will focus on achieving healthy revenues while ensuring client profitability.

Key skills required for this role include a graduate or postgraduate degree, 1-4 years of experience, and strong communication and presentation skills.

A NISM/NCFM VIII certificate is also necessary for this position.

Key Skills

• Strong communication and presentation skills

• Ability to work independently and as part of a team

• Proactive and target-oriented approach

• Strong analytical and problem-solving skills

• Ability to work in a fast-paced environment



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