Senior Investment Counsellor CFP Certified

1 week ago

Mumbai, Maharashtra, India AnandRathi Full time
Job Description

Profile :

1. Portfolio Monitoring and Reviews

2. Support to RMsTeam

Responsibility :

1. Building AUM( No Sales Based Assignment)

2. Prepare high Quality, customized Investment Insights, Document,Review for prospects / clients within TAT

3. Understand various investments options and providingcustomized Insights based on client/ prospects,suitability and risk profile.

4. Prepare yearly Review & Rebalancing reports for clients within TAT

5. Continuous monitoring and tracking portfolios of clients withthe help of RMs Team

6. Assist RMs in monitoring and tracking implementation of Investment

7. Insights, Document, Review,Joint Calls/ Meeting with RM to build AUM

8. Maintaining and Analysis of MIS at regular intervals

Skills Required

Product knowledge

Complete understanding and command overall investment products

Understand Client profile and Asset Allocation models

Act as a bridge between Product Team and RM team to discuss nuances and positioning each new product ideas.

Well-versed with taxation on investment products

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