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Deepa Shah

HR at Kotak Mahindra Capital Company Ltd

Last Login: 10 July 2024

Job Views:  
1635
Applications:  457
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Job Code

1401719

Kotak Mahindra - Investment Advisor

3 - 5 Years.Mumbai
Posted 2 months ago
Posted 2 months ago

At Kotak, we are proud to offer innovative products and solutions that help our customers meet their financial aspirations. Selekt is one such bespoke solution from Kotak Investment Advisory that seeks to enrich the client's investment journey with the efficiency of technology, personalized by human touch.

To help us build and grow the Selekt proposition, we are in search of a dynamic Investment Advisors who can collaborate with Private Bankers, Relationship Managers and other cross-functional teams across the Kotak Group in acquiring HNI Investment Advisory clients and in building and managing client portfolios.

Job Role:

1. Collaborate with Private Bankers and Relationship Managers in acquiring Investment Advisory clients

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

3. 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

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

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

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

7. Regular client interaction

8. Assist team in strategically important projects for the Advisory business

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 3-5 years of experience as an Advisor, Investment Counselor 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

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Posted By

user_img

Deepa Shah

HR at Kotak Mahindra Capital Company Ltd

Last Login: 10 July 2024

Job Views:  
1635
Applications:  457
Recruiter Actions:  0

Job Code

1401719

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