Kotak Mahindra Bank - Investment Advisor

Job Description: Investment Advisor

1. Manage the financial planning and investment advisory process for HNI, UHNI and Family Office clients

2. Detailed performance analysis of client portfolios, and dynamic restructuring of the same with changing market conditions, on predefined frequency - asset allocation, performance benchmarking, portfolio deviation

3. Ensuring portfolios are aligned to the investment policy / risk profiles to capitalize on prevailing opportunities without compromising on investment objectives

4. Monitor portfolio Investment Policy Statement (IPS) and report deviations

5. Focus on portfolio performance leading to increase in AUM and wallet share with the client

6. Regular client interaction

Job Requirements:

1. High understanding of investment ideas across equities, fixed income and alternates from a client suitability standpoint

2. Understanding of investment products and asset allocation methodologies

3. Sound Understanding of financial markets and keenness to stay updated

4. Being up to date with current market trends, fund performances, investment products and competition product offerings

5. Excellent written and oral communication skills. Should be able to articulate investment strategy to clients and give supporting rationale

6. Comfortable working on Excel and PowerPoint

Ideal work experience:

1. Candidates with experience as an Advisor or Product Manager in Wealth Management/Asset Management space.

2. Also open to look at candidates coming with specific asset class domain expertise - equity/debt/alternates

Location: Mumbai