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Investment Professional
Anand Rathi Share and Stock Brokers Ltdsurat, gujarat, in30+ days 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
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Investment • surat, gujarat, in
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