Investment Portfolio Manager

4 days ago


Gurgaon, Haryana, India Kotak Mahindra Bank Full time

Role Summary

As a PCG Sales Trader at Kotak Mahindra Bank, you will be responsible for managing client relationships and achieving target Active Assets Under Management.

Key Responsibilities

  1. Active management of clients to achieve target Active Assets Under Management.
  2. Identify customer needs, assess risk appetite, and provide suitable investment options.
  3. Regular portfolio updates to clients regarding market changes.
  4. Achieve healthy revenues without compromising client profitability.
  5. Focus on client mining and regular meetings.
  6. Maximize investment ideas/stock calls reach.
  7. Assist in new client acquisition and relationship building.
  8. Stay updated on market news, trends, and current affairs.
  9. Attend post-result conferences and analyst meets.

Requirements

  1. Graduate/Postgraduate with 3-8 years of experience.
  2. MBA in finance (preferred).
  3. Proficiency in economics, accounting, financial statements, and statistics.
  4. Familiarity with financial risk management strategies.
  5. Strong communication and presentation skills.
  6. Self-starter, proactive, and target-oriented.
  7. Strong networking and relationship building skills.


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