Senior Portfolio Manager

1 month ago


Kolkata, West Bengal, India Kotak Mahindra Bank Full time
Job Summary

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 Role

The 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
  1. Active Client Management: Manage clients' assets, achieve target active AUM, and provide regular updates on market changes and portfolio performance.
  2. Investment Analysis: Identify client needs, assess risk appetite, and provide investment options.
  3. Market Research: Stay up-to-date with market news, financial trends, and current affairs to make informed investment decisions.
  4. Client Meetings: Conduct regular meetings with clients, update meeting trackers, and ensure maximum reach of investment ideas/stock calls initiated.
Required Skills and Qualifications

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.
Benefits

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.


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