Investment Portfolio Manager
4 days ago
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
- Active management of clients to achieve target Active Assets Under Management.
- Identify customer needs, assess risk appetite, and provide suitable investment options.
- Regular portfolio updates to clients regarding market changes.
- Achieve healthy revenues without compromising client profitability.
- Focus on client mining and regular meetings.
- Maximize investment ideas/stock calls reach.
- Assist in new client acquisition and relationship building.
- Stay updated on market news, trends, and current affairs.
- Attend post-result conferences and analyst meets.
Requirements
- Graduate/Postgraduate with 3-8 years of experience.
- MBA in finance (preferred).
- Proficiency in economics, accounting, financial statements, and statistics.
- Familiarity with financial risk management strategies.
- Strong communication and presentation skills.
- Self-starter, proactive, and target-oriented.
- Strong networking and relationship building skills.
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