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The candidate should have sound communication skills and sound communication skills for this job.

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Management Trainee - Product Specialist (Investment Portfolio Management)

Kotak Mahindra Bank

Management Trainee - Product Specialist (Investment Portfolio Management)

Kotak Mahindra Bank

Mumbai/Bombay

Not disclosed

Work from Office

Full Time

Min. 2 years

Job Description

Management Trainee-Product Specialist-Kotak Private Banking-Investment Counselors

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.