Investment Professional
Anand Rathi Share and Stock Brokers LtdThrissur, Kerala, India5 hours ago
Job descriptionInvestment 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
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 :
In case there are any further queries feel free to mail over on adityaanerao@rathi.com or WhatsApp on +919819864010
Create a job alert for this search
Investment • Thrissur, Kerala, India
Related jobs
- Promoted
Investor Relations Specialist (Voice process)
TalentojMalappuram, IN Wint Wealth is a fast-growing fintech startup making high-yield debt products accessible to retail investors.We empower investors with safe, transparent, and regulated opportunities beyond traditio...Show moreLast updated: 30+ days ago
- Promoted
- New!
Partnerships Growth Associate (Founder's Office)
Magma ConsultancyMalappuram, IN You’ll own the operational, enablement, and reporting side of partner work, so we can scale efficiently and you’ll drive measurable impact.
Maintain and manage partnership dashboards and.Analyze par...Show moreLast updated: 15 hours ago
- Promoted
Compliance Specialist – Affordable Housing (LIHTC)
Castellan Real Estate PartnersThrissur, IN Compliance Specialist – Affordable Housing (LIHTC).Remote (Based in India, supporting California projects).Full-time | Must be available to work in Pacific Standard Time (PST) overlap hours.We are ...Show moreLast updated: 2 days ago
- Promoted
Business Development Partner – Recruitment | Profit Share Model + Equity Opportunity
ComfNet Solutions GmbHThrissur, IN Business Development Partner – Recruitment | Profit Share Model + Equity Opportunity.Partnership / Profit Share Model.Profit-sharing basis + Long-term Equity Opportunity for top performers.German r...Show moreLast updated: 2 days ago
- Promoted
Investment Professional
Anand Rathi Share and Stock Brokers Ltdpalakkad, kerala, in Investment Professional (Advisory).Portfolio Monitoring and Reviews; arranging the required data inputs for senior IPs.Preparing high quality, customized Investment Insights, Document, Review for p...Show moreLast updated: 30+ days ago
- Promoted
Wealth Management Intern
Zetheta Algorithms Private LimitedMalappuram, IN ZeTheta Algorithms Private Limited is a FinTech start-up which has been recently set up and is developing innovative AI tools.
We are seeking a talented and motivated student intern for Portfolio Ma...Show moreLast updated: 30+ days ago
- Promoted
Investor Relations Specialist
Talentojthrissur, kerala, in About the Role : We’re looking for enthusiastic Investor Relations Executive to join our team and help investors have a seamless experience.
You’ll be the first point of contact for customers, handli...Show moreLast updated: 30+ days ago
- Promoted
Senior Investment Advisor - Hnwi & Private Capital Relations
Friendly Franchisees Corporation / Silver Star Real Estate LLCMalappuram, Republic Of India, IN Senior Investment Liaison – HNWI & Private Capital Relations.We are seeking a well-connected and relationship-driven.Senior Investment Liaison – HNWI & Private Capital Relations.We are seeking a we...Show moreLast updated: 13 days ago
- Promoted
Co-Founder with Investment
Vigyosthrissur, kerala, in Cofounder (with Investment) – Aalekh.Equity + Investment-Based Role.Artificial Intelligence, Accounting SaaS, FinTech.Our AI-powered SaaS platform automates tasks like : .
Client query answering via A...Show moreLast updated: 1 day ago
- Promoted
Investor Relations Associate
TalentojMalappuram, IN Proficient in any South Indian language.The desire to help customers with their problems.You have basic financial knowledge.
Timings : 9 AM to 9 PM (9-hour working, Roster basis).Be a part of a growi...Show moreLast updated: 2 days ago
- Promoted
Analyst (Investment Banking / Buy-Side Experience Required)
ArcanaPalakkad, IN Arcana is a portfolio intelligence platform used by hedge funds and asset managers to analyze performance and risk.We’re rethinking the tools institutional investors rely on—and we’re hiring analys...Show moreLast updated: 30+ days ago
- Promoted
- New!
Investor Relations Associate (Voice Process)
TalentojMalappuram, IN The desire to help customers with their problems.You have basic financial knowledge.Timings : 9 AM to 9 PM (9-hour working, Roster basis).
Be a part of a growing FinTech sector and work with some of ...Show moreLast updated: 15 hours ago
- Promoted
- New!
Private Equity Specialist
Right Movethrissur, kerala, in We are hiring for •Private Equity Specialist •.We are looking Candidates who have expertise into Private Equity Fund Accountant.
A CA or CPA designation or equivalent professional accounting qualific...Show moreLast updated: 11 hours ago
- Promoted
Senior Investment Professional
SLKMalappuram, IN Job Description – Senior Investment Professional.Senior Investment Professional.Remote work based in India (Full-Time).SLK is a specialist climate change and healthcare advisory firm dedicated to a...Show moreLast updated: 20 days ago
- Promoted
Senior Investment Advisor - HNWI & Private Capital Relations
Friendly Franchisees Corporation / Silver Star Real Estate LLCThrissur, IN Senior Investment Liaison – HNWI & Private Capital Relations.We are seeking a well-connected and relationship-driven.Senior Investment Liaison – HNWI & Private Capital Relations.We are seeking a we...Show moreLast updated: 30+ days ago
- Promoted
FOREX INVESTOR
FOREX INVESTMENTMalappuram, IN We suggest you enter details here.This is a contract remote role for a FOREX Investor at FOREX INVESTMENT.The Investor will be responsible for tasks related to Escrow, Communication, Customer Servi...Show moreLast updated: 30+ days ago
- Promoted
Fixed Income Portfolio Manager
Zetheta Algorithms Private LimitedMalappuram, Republic Of India, IN ZeTheta Algorithms Private Limited is a FinTech start-up in India which has been recently set up and is developing innovative AI tools.
We are seeking a talented and motivated student intern for Fix...Show moreLast updated: 15 days ago
- Promoted
- New!
Sustainability Senior Professional (Paid Consultancy Opportunity)
RONIN StudiesMalappuram, IN RONIN International is an independent B2B market research company specialising in business, healthcare and tech studies.We are part of the Rippleffect Group (formerly Fat Media Group) and are Compa...Show moreLast updated: 15 hours ago