Management Trainee - Private Banking Relationship Manager
Kotak Mahindra Bank Limited
Work from Office
Full Time
Freshers onlyJob Description
Management Trainee-Kotak Private Banking-Relationship 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.
Experience Level
Entry LevelJob role
Job requirements
About company
Similar jobs you can apply for
MarketingSales & Marketing Executive
Maa EnterprisesWork from OfficeFull TimeMin. 2 years
Basic EnglishField Marketing Manager
Ultimate RecruitersWork from OfficeFull TimeMin. 3 yearsGood (Intermediate / Advanced) EnglishRelationship Executive
GENIUS HRTECH LTD
Field JobFull TimeAny experienceNo English RequiredBusiness Development Associate
Arcoiris Global Investment ManagersField JobFull TimeAny experienceBasic English
Sales Manager
Zaveri Bros Silver Platers Pvt. Ltd.Work from OfficeFull TimeMin. 6 monthsBasic EnglishBusiness Development Manager
Zeal Interactive ServiceWork from OfficeFull TimeAny experienceBasic EnglishYou can expect a minimum salary of 0 INR. The salary offered will depend on your skills, experience and performance in the interview.
The candidate should have completed the required education and people who have 0 to 1 years are eligible to apply for this job. You can apply for more jobs in Mumbai/Bombay to get hired quickly.
The candidate should have sound communication skills and sound communication skills for this job.
Both Male and Female candidates can apply for this job.
No, it's not a work from home job and can't be done online. You can explore and apply for other work from home jobs in Mumbai/Bombay at apna.
No work-related deposit needs to be made during your employment with the company.
Go to the apna app and apply for this job. Click on the apply button and call HR directly to schedule your interview.
The last date to apply for this job is . For more details, download apna app and find Full Time jobs in Mumbai/Bombay . Through apna, you can find jobs in 64 cities across India. Join NOW!