Home
Jobs

Posted:7 hours ago| Platform: Naukri logo

Apply

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

  • Meeting Clients & developing trust & relationship

  • Customer interactive role with Portfolio Management experience

  • Portfolio/Investment engineers, who can help in designing portfolios

  • Advice and suggesting different investment avenues to HNI Clients

  • Acquiring and catering to new HNI Clients

  • Growing the existing AUM book size

  • Products- Mutual Funds/ PMS/ AIF


Job Requirements:

  • Knowledge of personal finance (Taxation, Deductions & Benefits)

  • Knowledge of financial products (Fixed income and equity products)

  • Updated on current affairs

  • Excellent communication skills

  • Team Player

  • Open to learn

  • Should have knowledge of MS office


Educational Qualifications and Certifications:

  • Graduation Mandatory

  • NISM VA Compulsory

  • NISM XXIA (Preferred)


Growth & Opportunities:

  • Be a part of a growing channel

  • Networking opportunities with UHNI

  • Gain in depth knowledge of various Asset Classes


Benefits

  • To work with the highest bonus paying AMC in India


Mock Interview

Practice Video Interview with JobPe AI

Start Mutual Funds Interview Now
cta

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

coding practice

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now
Kotak Mahindra Asset Management Company
Kotak Mahindra Asset Management Company

Finance / Asset Management

Mumbai

N/A Employees

5 Jobs

    Key People

  • Karan Bhagat

    Managing Director
  • Navneet Munot

    CEO

RecommendedJobs for You

Bengaluru, Delhi / NCR, Mumbai (All Areas)

Hyderabad, Bengaluru