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Job description
Salary Range : Rs. 18000 - Rs. 23000 , based on skills, experience, and interview performance
Educational Requirement : 12th Pass
Work Arrangement : Work From Office
Gender Preference : Both male and female can apply
Skills Requirement : No predefined skills necessary
Experience Requirement : 1 - 2 Years of Experience
Location : Vikas Puri
Working Hours : 10:00 AM - 7:00 PM | Monday to Satu...
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IDFC FIRST Bank Limited
Portfolio Manager
IDFC FIRST Bank Limited • New Delhi, Delhi • via IDFC Bank Careers - IDFC FIRST Bank
18 days ago
Full–time
No Degree Mentioned
Apply on IDFC Bank Careers - IDFC FIRST Bank
Apply on LinkedIn
Apply on Unstop
Apply on GetWork
Apply on Talent.com: Job Search
Job description
Job Title: Investment Portfolio Manager
Business Unit: Personal Banking and Wealth Management
Job Description:
• Define Investment strategy; asset allocation basis the prevailing market conditions
• Be up-to-date with Equity and Debt markets by going through investment reports/concalls
• Develop and manage the fund selection models
• Product Due diligence to understand the qualitative aspects of the products
• Financial goal setting and planning and prepare investment proposals for the clients
• Asset allocation and Portfolio construction
• Portfolio review and rebalancing as and when required
• Engaging with Sales Team and help in product penetration via product and research support
• Knowledge of all the Asset classes – Equity, Fixed income, Structured Products, Real Estate, FX, Commodities and International Markets
• In depth knowledge Wealth Management products - Mutual Funds, Portfolio Management Service Providers, Alternative Investment Funds and Listed Investments.
• Knowledge of taxation implications for various investment products
• Functional understanding of Research and Portfolio Software like Morning Star, Invest well, Bloomberg etc
• Strong analytical and interpretative skills, Integrity, Ability to establish trust, Self-driven, Team Player, Networking Ability, Ability to work under time pressure and adhere to deadlines.
• Strong on Excel sheet and Presentation skills
Education Qualification:
Graduate: Any
Experience
💡 Quick Summary
Seeking a career-building opportunity? The Portfolio Manager position is now open for candidates interested in the Bank Jobs sector. This role in New Delhi offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
