Senior Portfolio Manager
1 month ago
We are seeking a highly skilled Senior Portfolio Manager to join our team at Kotak Mahindra Bank. The ideal candidate will have 3-8 years of experience in portfolio management and possess excellent communication and presentation skills.
About the RoleThe Senior Portfolio Manager will be responsible for managing clients' assets, identifying their investment needs, and providing tailored solutions. This includes conducting regular market research, analyzing financial trends, and making informed investment decisions. The role also involves maintaining strong relationships with clients, communicating effectively, and providing exceptional customer service.
Key Responsibilities- Active Client Management: Manage clients' assets, achieve target active AUM, and provide regular updates on market changes and portfolio performance.
- Investment Analysis: Identify client needs, assess risk appetite, and provide investment options.
- Market Research: Stay up-to-date with market news, financial trends, and current affairs to make informed investment decisions.
- Client Meetings: Conduct regular meetings with clients, update meeting trackers, and ensure maximum reach of investment ideas/stock calls initiated.
To succeed in this role, you will need:
- A graduate or postgraduate degree with 3-8 years of experience in portfolio management.
- An MBA in finance (preferred).
- Proficiency in economics, accounting, financial statements, and/or statistics.
- Familiarity with financial risk management strategies.
- Excellent communication and presentation skills.
- Strong networking and relationship-building skills.
As a Senior Portfolio Manager at Kotak Mahindra Bank, you can expect:
- A competitive salary range: ₹15,00,000 - ₹30,00,000 per annum.
- Ongoing training and development opportunities.
- A dynamic and supportive work environment.
- The chance to work with a leading bank in the industry.
-
Senior Portfolio Growth Strategist
2 weeks ago
Kolkata, West Bengal, India Abakkus Asset Manager Private Limited Full timeWe are Abakkus Asset Manager Private Limited, a professionally run asset manager focused on generating alpha through strict adherence to processes and discipline.Company OverviewWith assets under management of INR 32,200 Crs as of 31st Aug 2024, we offer a unique opportunity for individuals to grow their careers in wealth management and distribution. Our...
-
Portfolio Manager
2 weeks ago
Kolkata, West Bengal, India Abakkus Asset Manager Private Limited Full timeAbout UsAbakkus Asset Manager Private Limited is a boutique asset manager focused on generating alpha in listed Indian equities. With over INR 32,200 Crs under management (as of 31st August), our team of experienced professionals is dedicated to providing exceptional investment solutions.Job OverviewWe are seeking a highly skilled Portfolio Manager - Wealth...
-
Financial Portfolio Strategist
3 hours ago
Kolkata, West Bengal, India Abakkus Asset Manager Private Limited Full timeJob SummaryWe are seeking a skilled Financial Portfolio Strategist to join our team at Abakkus Asset Manager Private Limited. This is an exciting opportunity to work in a dynamic and professional environment with a highly experienced team.ResponsibilitiesBuild and maintain relationships with key partners, such as national distributors, banks, and direct...
-
Senior Claims Portfolio Manager
1 week ago
Kolkata, West Bengal, India Peopledeck Full timeAbout the Company - Peopledeck is a leading provider of commercial claims management services.">Job SummaryWe are seeking an experienced Senior Claims Portfolio Manager to lead our team of claims specialists in managing a portfolio of commercial claims. As a key member of our claims management team, you will be responsible for providing claim-handling...
-
Wealth Portfolio Manager
2 weeks ago
Kolkata, West Bengal, India Verneso Full timeWealth Portfolio ManagerAt Verneso, we are seeking a highly skilled Wealth Portfolio Manager to join our team. With 3-5 years of experience in wealth management, you will be responsible for managing and growing a portfolio of High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs).Your Key Responsibilities:- Manage and grow a portfolio...
-
Strategic Client Relationship Manager
1 day ago
Kolkata, West Bengal, India Abakkus Asset Manager Private Limited Full timeAbout Abakkus Asset Manager Private LimitedWe are a boutique asset manager specializing in listed Indian equities with a substantial portfolio of INR 32,200 Crs.Job OverviewThis role involves wealth management and distribution, emphasizing client relationship management, market penetration, and team leadership.ResponsibilitiesAUM Growth through...
-
Key Account Development Manager
3 weeks ago
Kolkata, West Bengal, India Abakkus Asset Manager Private Limited Full timeAbout Abakkus Asset Manager Private LimitedAbakkus is an Alpha-focused boutique asset manager with a strong presence in the Indian market. With a portfolio of INR 32,200 Crs (managed assets), we are committed to generating alpha through strict adherence to processes and discipline.The role is open for multiple locations:Pune and ROMG - 5 years to 8 years of...
-
Portfolio Manager
2 weeks ago
Kolkata, West Bengal, India Unifi Capital Pvt. Ltd Full timeJob Title:Associate Director - RM (Investor Relations)">Company OverviewUnifi Capital is one of India's largest independent portfolio managers with a legacy of over 22 years.The firm was founded with a focus on under-researched segments comprising over 400 listed firms, which has significantly paid off, leading to consistent investment outperformance.
-
Strategic Relationship Development Manager
2 weeks ago
Kolkata, West Bengal, India Abakkus Asset Manager Private Limited Full timeAbout Abakkus Asset Manager Private LimitedWe are a boutique asset manager focused on delivering alpha in listed Indian equities, managing INR 32,200 Crs. Our team is highly experienced and dedicated to generating returns through disciplined processes.Job Title: Strategic Relationship Development ManagerA key role for multiple locations: Pune, ROMG, Kolkata,...
-
Financial Portfolio Manager
1 month ago
Kolkata, West Bengal, India IIFL Finance Full timeAbout IIFL FinanceIIFL Finance is a leading financial services provider in India, offering a range of innovative and modern services to cater to the evolving financial needs of its customers. With over 20 years of experience in serving retail and MSME customers, the company has established a robust network of 2500+ branches across over 500 cities.The...
-
Business Development Executive
1 week ago
Kolkata, West Bengal, India Abakkus Asset Manager Private Limited Full timeCompany OverviewAbakkus Asset Manager Private Limited is a boutique asset manager that focuses on delivering alpha returns to its clients. With a strong presence in the Indian equities market, we manage an impressive INR 32,200 Crs as of August 2024. Our team consists of experienced professionals who adhere to a strict framework and discipline to generate...
-
Kolkata, West Bengal, India Abakkus Asset Manager Private Limited Full timeAbakkus Asset Manager Private Limited is a leading boutique asset manager with a strong focus on generating alpha in listed Indian equities.The company manages INR 32,200 Crs and has a team of experienced professionals who adhere to strict processes and discipline.The role of Financial Services Business Development Manager is based in Multiple Locations:Pune...
-
Relationship Development Specialist
1 week ago
Kolkata, West Bengal, India Abakkus Asset Manager Private Limited Full timeAbout UsAbakkus Asset Manager Private Limited is a boutique asset manager focused on delivering alpha returns to our clients. With over INR 32,200 Crs in managed assets, we pride ourselves on our disciplined approach to investment management.Job DescriptionWe are seeking an experienced Relationship Development Specialist to join our team. This role will be...
-
Senior Banking Solutions Manager
1 month ago
Kolkata, West Bengal, India Axis Bank Full timeAxis Bank is seeking a Senior Banking Solutions Manager to join our team. The estimated salary for this role is ₹1,200,000 - ₹1,800,000 per annum.Job Description:The Senior Banking Solutions Manager will act as an interface between the bank and the client, providing banking solutions and superior service to corporate borrowers. This role involves...
-
Senior Wealth Management Strategist
2 weeks ago
Kolkata, West Bengal, India Emkay Global Financial Services Ltd Full timeJob Title: Senior Wealth Management Strategist Company Overview: Emkay Global Financial Services Ltd is a leading financial services company that offers a wide range of products and services to its clients. Our team is committed to delivering exceptional results and building long-term relationships with our clients. Estimated Salary: ₹25,00,000 -...
-
Senior Design Manager
3 hours ago
Kolkata, West Bengal, India Rahee Group Full timeAbout Rahee GroupRahee Infratech Ltd., the flagship company of Rahee Group, has been a leading manufacturer of railway track products since 1948. With its diverse portfolio in civil construction, bridge works, and manufacturing of engineering components for railways, the company has come a long way.Job SummaryWe are seeking an experienced Senior Design...
-
Investment Portfolio Manager
1 month ago
Kolkata, West Bengal, India Salarpuria Group Full timeJob DescriptionThis role involves evaluating various instruments including listed shares, mutual funds, PMS, and debt funds. The successful candidate will have knowledge of income Tax and Company Laws.Responsibilities:Analyzing investment proposalsMeeting with fund housesUnderstanding Public equity and debt marketsRequired Skills and QualificationsThe ideal...
-
Brand Marketing Director
3 weeks ago
Kolkata, West Bengal, India Talentiser Full timeTalentiser is currently hiring for a Brand Marketing Director role with a focus on driving brand and digital marketing for our Western Snacks portfolio.We're looking for a seasoned marketer to lead cross-functional teams, drive impactful marketing strategies, and maximize ROI.Key ResponsibilitiesDevelop and execute brand strategies to strengthen equity and...
-
Portfolio Associate Director
2 weeks ago
Kolkata, West Bengal, India Unifi Capital Pvt. Ltd Full time**About Unifi Capital**As one of India's leading independent portfolio managers, Unifi Capital has established itself as a trusted partner for investors, family offices, and wealth management firms, with a legacy of over 22 years.We have built a reputation for our ability to deliver consistent and superior returns through our unique approach to...
-
Senior Visual Content Creator
2 weeks ago
Kolkata, West Bengal, India Unified Infotech Full timeAbout Unified InfotechWe are a leading technology consulting and software development company with a strong presence in the industry for over 14 years.Our services span across custom software development, web development, mobile app development, data analytics, and user experience design, catering to emerging startups, MSMEs, and established enterprises.We...