Investment Professional

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