Portfolio Management Advisor
Anand Rathi Share and Stock Brokers LtdRepublic Of India, IN9 hours ago
Job descriptionPreparing high quality, customized Investment Insights, Document, Review for prospects / clients within TAT; 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 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;
Roles & Responsibilities :
Investment Professional (Advisory)
- Portfolio Monitoring and Reviews;
arranging the required data inputs for senior IPs
Understand Client profile and Asset Allocation models
Job Specifications Required :
Qualifications :
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
Create a job alert for this search
Portfolio Advisor • Republic Of India, IN
Related jobs
- Promoted
- New!
Portfolio Management Leader
OaklanecapitalRepublic Of India, IN We are looking to hire an exceptional Chief Investment Officer (CIO) to lead our investment strategy, research process, portfolio construction, and team development across our PMS and AIF platforms...Show moreLast updated: 9 hours ago
- Promoted
Senior Manager - Portfolio Management
Glenmark PharmaceuticalsRepublic Of India, IN Identify and develop product portfolio opportunities for the US & Canada Market, focusing on Derma, Respi, and Onco Therapy Areas.
Analyse the pharmaceutical market to identify gaps and opportunitie...Show moreLast updated: 4 days ago
- Promoted
Investment Banking Associate
Magma Digital VenturesNagpur, IN A global investment group focused on private equity, growth capital, and strategic acquisitions.The team works across the United States, Europe, and emerging markets, partnering with founders and o...Show moreLast updated: 1 day ago
- Promoted
Program Advisor
Interview KickstartNagpur, IN Kindly note : This is a remote role that requires working during U.Please apply only if you're comfortable with the night shift.
And when it comes to the top tech companies like Google, Facebook, Net...Show moreLast updated: 30+ days ago
- Promoted
- New!
Equity Portfolio Manager
OaklanecapitalRepublic Of India, IN We are looking for equity fund manager who specialize in value-oriented, risk-controlled investments, prioritizing opportunities with asymmetric payoffs and have a well-proven, verifiable track rec...Show moreLast updated: 9 hours ago
- Promoted
ALM Risk Management
FORWARDNagpur, IN Experience of minimum 10+ years plus, working in a bank or a reputed consulting firm in the areas of Liquidity risk management, Liquidity reporting, ALM s FTP, RAROC.
Comprehensive understanding of ...Show moreLast updated: 6 days ago
- Promoted
Management Consultant - 46022
TuringNagpur, IN Turing is one of the world’s fastest-growing AI companies, working at the frontier of advanced AI systems.We partner with the world’s leading AI labs to advance model capabilities (reasoning, codin...Show moreLast updated: 1 day ago
- Promoted
- New!
Risk Management Advisor
BDO IndiaRepublic Of India, IN Core Roles & Responsibilities : .Independently executing assignments or monitoring the assignments (Typical assignments comprise of conducting reviews of systems, internal controls -Internal financia...Show moreLast updated: 9 hours ago
- Promoted
- New!
Associate - Portfolio Management Group
Oxane PartnersRepublic Of India, IN We’re a one-stop solutions partner for the private credit markets, on the path to becoming the largest independent solutions provider to private credit, globally.
Founded by ex-Deutsche Bank investm...Show moreLast updated: 3 hours ago
- Promoted
Portfolio Manager
ConfidentialIndia Portfolio Manager – Onemind Services.Supporting an Enterprise Customer Account.We're looking to hire a Portfolio Manager to join Onemind Services and support an enterprise customer account.This rol...Show moreLast updated: 22 days ago
- Promoted
- New!
Portfolio Monitoring - Private Equity
Acuity Knowledge PartnersRepublic Of India, IN The individual will play a key role in supporting the Portfolio Monitoring and Valuations team of a Private Equity client around financial analysis, benchmarking, and valuations.The professional wi...Show moreLast updated: 3 hours ago
- Promoted
Wealth Advisory | MF | AIF | PMS | Stock
Dhan SaarthiIndia, India Dhan Saarthi is an investing platform dedicated to prioritizing the needs of investors.The company focuses on addressing the trust and guidance gap in personal finance by offering personalized solu...Show moreLast updated: 1 day ago
- Promoted
Portfolio Manager
InCred Financial ServicesRepublic Of India, IN Manager – Portfolio Operations.Collections and Delinquency Management.Monitor month-on-month (MoM) numbers for 0–30-day overdue accounts.
Respond promptly to requests from the collections team for C...Show moreLast updated: 9 days ago
- Promoted
Senior Portfolio Risk Analyst
ArcanaNagpur, 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: 5 days ago
- Promoted
Commercial Advisor
kimbocorpNagpur, IN Commercial Advisor – Build Million-Dollar Holding Companies from Your Jurisdiction.Freelance with strong potential for retainer or fixed compensation.
USD 3,000 to 20,000+ per month (performance-bas...Show moreLast updated: 30+ days ago
- Promoted
Program Advisor- US
Interview KickstartNagpur, IN Kindly note : This is a remote role that requires working during U.Please apply only if you're comfortable with the night shift.
And when it comes to the top tech companies like Google, Facebook, Net...Show moreLast updated: 30+ days ago
- Promoted
- New!
Wealth Management Advisor
Anand Rathi Share and Stock Brokers LtdRepublic Of India, IN The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client.
S) He would be responsible for acquiring High Net Worth relationshi...Show moreLast updated: 9 hours ago
- Promoted
Financial Advisor
Tata AIA LifeNagpur, IN TATA AIA is a Life Insurance company and a part of TATA group.As the industry is flourishing, so is our brand.Training will be provided to become a Financial Advisor, and you will be responsible fo...Show moreLast updated: 30+ days ago