Kotak Mahindra Capital - Investment Advisor - CA/CFA/IIM/ISB/MDI/FMS

Investment Advisor - Kotak Investment Advisors Ltd. (KIAL)

Job Role :

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

- 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

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

- Monitor portfolio IPS and report deviations

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

Job Requirements:

Qualification - MBA from Tier 1 B-School or CA or CFA

Experience - Overall work experience of 7 -12 years

Other Requirements:

- Good understanding of investment ideas across equities, fixed income and alternates from a client suitability standpoint

- Understanding of investment products and asset allocation methodologies

- Sound Understanding of financial markets and keenness to stay updated

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

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