Fund Manager

16 hours ago


Mumbai, Maharashtra, India SBI General Insurance Full time ₹ 12,00,000 - ₹ 24,00,000 per year

Broad objective of the role : Execute trades on the system and manage the investment portfolio of the company to maximize risk adjusted returns, in line with the Investment Policy & regulatory requirements.

Key Roles & Responsibilities

  • Monitor the equity portfolio of the company and regularly track the performance of various stocks.
  • Make adjustments to the equity portfolio to optimize return on investment.
  • Assess and consider all kinds of risk to review and make informed decisions around new initiatives or responses to situations.
  • Regularly engage with brokers to take their views regarding the equity market and formulate action plans.
  • Execute appropriate actions to buy or sell equity based on plans and reactions to market incidents.
  • Monitor stop losses of equity portfolio maintain adequate liquidity levels and maintain adequate documentation.
  • Execute trades on the exchange and update deals in investment system.
  • Generate deal notes for executed trades. Maintain all necessary documentation of the deal tickets.

Minimum Experience: 3 - 5 years of experience in managing investments through a web-based dealing system


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