Investment Portfolio Manager

6 hours ago


Delhi, Delhi, India Kotak Mahindra Bank Limited Full time

As a Investment Portfolio Manager at Kotak Mahindra Bank Limited, you will be responsible for managing the financial planning of high net worth individual (HNI) clients. Your primary objective will be to identify their needs and provide them with suitable investment products and asset allocation.

Your key responsibilities will include:

  • Detailed performance analysis of client portfolios and periodic review of the portfolio.
  • Building and deepening relationships with existing HNI clients to achieve an increase in share of wallet.
  • Assisting relationship managers (RMs) in acquiring new clients and customers.
  • Driving sales of financial products to suitable client portfolios.

You will be required to have a strong understanding of investment ideas across equity, fixed income, and alternatives from a client suitability point of view. You should also possess excellent communication skills and be able to articulate complex investment concepts to clients.

In addition, you will be expected to have:

  • A minimum of 6-8 years of experience in the financial and banking industry, with relevant experience in investments.
  • Strong analytical and presentation skills.
  • The ability to initiate and hold interactions with HNI clients and deepen relationships.

We are looking for individuals who are business acumen and can spot opportunities to penetrate the market by preparing catchment-specific strategies. If you are a results-driven professional with a passion for delivering exceptional customer service, we encourage you to apply for this role.



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