Kotak Life Insurance - Senior Debt Fund Manager

Senior Debt FM Job Descriptions

Work Experience:

- At least 8 years of work experience in fixed income market as Fund Manager with a good track record.

Academic Qualifications:

- CA / MBA / CFA

Key Result Area:

- Fund performance beating Benchmarks and being in top quartile across competitors for all fund categories

Job Descriptions:

Asset Management

- Debt portfolio construction across all categories of funds in Traditional and ULIP's as per regulations and risk return optimization.

- Taking calls across duration, asset allocation and credits.

- Possibility of exploring alternate assets like real estate and AIF's.

- Regular interaction with market participants (counterparties / brokers) about market views and other information.

- Regular interaction with Arrangers/ DCM Members on updates on primary market deals.

Regulations/ Compliance and other responsibilities

- Tracking market developments (domestic/global).

- Understanding various macro & micro variables and its impact on interest rates.

- Keeping regular updates and records of variables.

- Regular and frequent tracking of competitive performance, portfolio positioning of all schemes.

- Understanding portfolio dynamics of UL & Non-UL Funds.

- Participating in Investment Committee and ALCO.

- Generating ideas to align Non-UL portfolio positioning with current market views.

- Tracking fund management activities and strategies of other insurance companies.

- Media Interactions.

- Keeping updates of various regulatory developments from RBI/IRDA/SEBI and its impacts.

- Responsibility of compliance management as prescribed by IRDA and IC.

- Business development and training of the distribution teams.

- Active involvement in preparations of various presentations like: Investment Committee / Monthly Meetings.

- Systems development / updates and full understanding of its costs and benefits.