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Investment Professional

Investment Professional

Anand Rathi Share and Stock Brokers LtdMeerut, IN
11 hours ago
Job description

Roles & Responsibilities :

Investment Professional (Advisory)

  • Portfolio Monitoring and Reviews; arranging the required data inputs for senior IPs
  • Preparing high quality, customized Investment Insights, Document, Review for prospects / clients within TAT; Understand Client profile and Asset Allocation models
  • Understand various investments options and providing customized Insights based on client / prospects, suitability and risk profile.
  • Prepare yearly review & rebalancing reports for clients within TAT
  • Continuous monitoring and tracking portfolios of clients with the help of RM’s Team and responsible for closing of actions to build fresh AUM
  • Maintaining and Analysis of MIS at regular intervals
  • Synergy with Product Team and other stakeholders - Act as a bridge between Product Team and RM team to discuss nuances and positioning each new product ideas.
  • Understanding the market dynamics and have broad knowledge on markets and its possible impact on portfolios
  • Building own AUM

Job Specifications Required :

Qualifications :

  • Investment Advisory and Research experience of minimum 3-6 years
  • Needs to be conversant with the working of mutual funds, PMS, AIFs etc – including their taxation, types of schemes, etc
  • Updated knowledge about the markets and economic developments
  • Excellent report writing and communication skills
  • Should be proficient in Excel
  • Should have CFP and / or NISM X A and X B – Advisor Level I & II, NISM Series V A – MF Distributors Certification Examination and NISM Series XXI A – PMS Distributors Certification Examination
  • Should be a Graduate with 3-6 yrs of relevant experience or Postgraduate (Full time MBA preferably) with 2-5 years of relevant experience
  • Well versed with client skills; to be engaged with clients and RMs at larger scale

    • In case there are any further queries feel free to mail over on adityaanerao@rathi.com or WhatsApp on +919819864010

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    Investment • Meerut, IN