At Kotak, we are proud to offer innovative products and solutions that help our customers meet their financial aspirations. Selekt is one such bespoke solution from Kotak Investment Advisory that seeks to enrich the client’s investment journey with the efficiency of technology, personalized by human touch. To help us build and grow the Selekt proposition, we are in search of a dynamic Investment Advisors who can collaborate with Private Bankers, Relationship Managers and other cross-functional teams across the Kotak Group in acquiring HNI Investment Advisory clients and in building and managing client portfolios. Job Role1. Collaborate with Private Bankers and Relationship Managers in acquiring Investment Advisory clients2. Manage the financial planning and investment advisory process for HNI, UHNI and Family Office clients3. Detailed performance analysis of client portfolios, and dynamic restructuring of the same with changing market conditions, on predefined frequency – asset allocation, performance benchmarking, portfolio deviation4. Ensuring portfolios are aligned to the investment policy / risk profiles to capitalize on prevailing opportunities without compromising on investment objectives5. Monitor portfolio Investment Policy Statement (IPS) and report deviations6. Focus on portfolio performance leading to increase in AUM and wallet share with the client7. Regular client interaction8. Assist team in strategically important projects for the Advisory business Job Requirements1. High understanding of investment ideas across equities, fixed income and alternates from a client suitability standpoint2. Understanding of investment products and asset allocation methodologies3. Sound Understanding of financial markets and keenness to stay updated4. Being up to date with current market trends, fund performances, investment products and competition product offerings5. Excellent written and oral communication skills. Should be able to articulate investment strategy to clients and give supporting rationale6. Comfortable working on Excel and PowerPoint Ideal work experience: 1. Candidates with 3-5 years of experience as an Advisor, Investment Counselor or Product Manager in Wealth Management/Asset Management space.2. Also open to look at candidates coming with specific asset class domain expertise - equity/debt/alternates Location: Mumbai