Investment Professional

3 weeks ago

Delhi, India Anand Rathi Share and Stock Brokers Ltd Full time

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 AUMJob 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 scaleIn case there are any further queries feel free to mail over on or WhatsApp on

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