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 recent 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 [email protected] or WhatsApp on +919819864010

📌 Investment Professional (Mumbai)
🏢 Anand Rathi Share and Stock Brokers
📍 Mumbai