Equity Portfolio Manager

2 days ago


Lucknow, Uttar Pradesh, India Kotak Mahindra Bank Full time

Job Summary:

We are seeking a highly motivated and experienced Equity Portfolio Manager to join our team in Lucknow. As an Equity Portfolio Manager, you will be responsible for generating brokerage primarily through advising clients on their equity portfolio for long-term investments as well as positional trading ideas in stocks for short/medium term.

About the Role:

  • You will develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business.
  • You will work closely with Relationship Managers to enhance business and ensure all activities are in adherence to Compliance & Risk.
  • You will keep abreast with market knowledge and market intelligence.
  • You will provide regular updates to your immediate superior as and when required.

Requirements:

  • Graduate or Postgraduate with overall experience of 3-4 years, with minimum 1-2 years exp in Equities on the client advisory side.
  • Sound understanding of capital markets is essential.
  • You should be result-oriented, self-starter, proactive with strong networking & relationship building skills, and good communication skills.
  • Certification in NSE Cash, NSE Derivatives, BSE Cash & NISM Currency Derivatives is mandatory.

Salary and Benefits:

The estimated salary range for this role is ₹5,50,000 - ₹8,00,000 per annum. In addition to a competitive salary, we offer a comprehensive benefits package including medical insurance, retirement savings plan, and paid time off.


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