Strategic Portfolio Manager

1 week ago


Delhi, Delhi, India IDFC FIRST Bank Full time

Job Title: Investment Portfolio Manager

Business Unit: Personal Banking and Wealth Management

Job Description:

  1. Develop a comprehensive investment strategy based on market conditions and client goals.
  2. Stay up-to-date with market trends by analyzing investment reports and attending conference calls.
  3. Design and manage fund selection models to optimize portfolio performance.
  4. Conduct thorough product due diligence to evaluate qualitative aspects of investment products.
  5. Set and plan financial goals with clients and prepare customized investment proposals.
  6. Allocate assets and construct portfolios to align with client objectives.
  7. Regularly review and rebalance portfolios as needed to maintain optimal performance.
  8. Collaborate with sales teams to enhance product penetration through research and product support.
  9. Demonstrate expertise in various asset classes, including equities, fixed income, structured products, real estate, FX, commodities, and international markets.
  10. Develop in-depth knowledge of wealth management products, such as mutual funds, portfolio management services, alternative investment funds, and listed investments.
  11. Understand taxation implications for various investment products.
  12. Familiarize yourself with research and portfolio software, including Morning Star, Invest well, and Bloomberg.
  13. Possess strong analytical and interpretative skills, as well as qualities like integrity, trustworthiness, self-motivation, teamwork, and time management.
  14. Excel in Excel and presentation skills.

Education Qualification:

Graduate: Any

Experience

2 - 5 years



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