Kotak Mahindra Bank Limited

Management Trainee - Product Manager (Private Banking)

Kotak Mahindra Bank Limited
Mumbai/Bombay
Not disclosed
Work from OfficeWork from Office
Full TimeFull Time
Freshers onlyFreshers only

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 location
Work locationMumbai, 1314-Mumbai-Apple Tower-MAH, Mumbai, Maharashtra, India
Department
DepartmentBanking / Insurance / Financial Services
Role / Category
Role / CategoryProduct Management
Employment type
Employment typeFull Time
Shift
ShiftDay Shift

Job requirements

Experience
ExperienceFreshers only

About company

Name
NameKotak Mahindra Bank Limited
Job posted by Kotak Mahindra Bank Limited

Similar jobs you can apply for

Logistics/ Warehouse operations

Creative E-commerce Executive (Fashion Industry)

Desividesi
Ghatkopar West, Mumbai/Bombay
₹20,000 - ₹22,000
Work from Office
Full Time
Min. 1 year
Good (Intermediate / Advanced) English

Picker-packer,Loader

Vishal Enterprises
Chembur, Mumbai/Bombay
₹16,000 - ₹19,500*
Work from Office
Part Time
Full Time
Any experience
Basic English
Swiggy

Picker / Packer

Swiggy
Kandivali West, Mumbai/Bombay
₹16,000 - ₹23,000*
Work from Office
Part Time
Full Time
Any experience
No English Required
Unique Air Express

Operation Staff

Unique Air Express
Andheri East, Mumbai/Bombay
₹17,000 - ₹18,000
Work from Office
Full Time
Night Shift
Any experience
Basic English
Job Hub House

Production Supervisor

Job Hub House
Andheri East, Mumbai/Bombay
₹25,000 - ₹45,000
Work from Office
Full Time
Min. 3 years
Good (Intermediate / Advanced) English
Kantilal and Sons Woodworks Private Limited

Production Supervisor

Kantilal and Sons Woodworks Private Limited
Byculla, Mumbai/Bombay
₹25,000 - ₹55,000
Work from Office
Full Time
Min. 1 year
Basic English