Management Trainee - Product Manager (Private Banking)
Kotak Mahindra Bank LimitedMumbai/Bombay
Not disclosed
Job Description
Management Trainee-Kotak Private Banking-Product Manager
Job role
- Develop and maintain customized portfolios based on client risk profiles and investment objectives.
- Analyze market trends, macroeconomic indicators, and asset performance to support investment decisions.
- Communicate investment strategies and rationale to Relationship Managers and clients.
- Collaborate with the Research and Risk teams to ensure portfolios align with firm guidelines and market outlook.
- Monitor client portfolio performance regularly and suggest timely rebalancing or switches.
- Ensure strict compliance with SEBI regulations and internal risk frameworks.
- Maintain detailed documentation of investment decisions and client communications.
- Assist in developing new investment models or strategies to enhance product offerings.
Job Requirements
- CFA / CA / MBA (Finance) or equivalent.
- Sound understanding of mutual funds, asset allocation, and financial modeling.
- Proficiency in using financial software and tools (e.g., Bloomberg, Excel, Morningstar).
- Strong quantitative, analytical, and presentation skills.
- Knowledge of SEBI PMS regulations and industry best practices.
Job role
Work locationMumbai, 1314-Mumbai-Apple Tower-MAH, Mumbai, Maharashtra, India
DepartmentBanking / Insurance / Financial Services
Role / CategoryProduct Management
Employment typeFull Time
ShiftDay Shift
Job requirements
ExperienceFreshers only
About company
NameKotak Mahindra Bank Limited
Job posted by Kotak Mahindra Bank Limited
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