5.0 - 10.0 years

0 Lacs

delhi

On-site

As an Investment Portfolio Manager in the Wealth Management and Private Banking department, your role involves defining investment strategies and asset allocation based on market conditions. You will need to stay updated on Equity and Debt markets by analyzing investment reports and conceals. Your responsibilities will include developing and managing fund selection models, conducting product due diligence to understand qualitative aspects, and preparing investment proposals for clients for financial goal setting and planning. Asset allocation, portfolio construction, review, and rebalancing will be part of your routine. Additionally, you will collaborate with the Sales Team to support product penetration through product and research assistance. To excel in this role, you should possess knowledge of various asset classes such as Equity, Fixed Income, Structured Products, Real Estate, FX, Commodities, and International Markets. Familiarity with Wealth Management products like Mutual Funds, Portfolio Management Services, Alternative Investment Funds, and Listed Investments is essential. Understanding taxation implications for different investment products and proficiency in research and portfolio software like Morning Star, Invest well, Bloomberg is required. Your success will also be influenced by your strong analytical and interpretative skills, integrity, ability to establish trust, self-driven attitude, teamwork capabilities, networking skills, ability to work under time pressure, and adherence to deadlines. Proficiency in Excel and presentation skills is crucial from a technical perspective. The ideal candidate for this role should hold a graduate degree in any field and a postgraduate degree such as MBA or PGDM in Finance. A minimum of 5 to 10 years of experience in a relevant position is preferred.,

Posted 3 days ago

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