Investment Portfolio Manager

1 week ago


Mumbai, Maharashtra, India Anand Rathi Share and Stock Brokers Ltd Full time

About the Role

We are seeking a highly skilled Investment Professional to join our team at Anand Rathi Share and Stock Brokers Ltd. The successful candidate will be responsible for managing client relationships, conducting investment research, and developing new business opportunities.

Responsibilities:

  • Build and maintain strong relationships with clients to understand their investment goals and risk tolerance.
  • Conduct thorough research on various investment options to provide clients with informed advice.
  • Develop and implement tailored investment strategies for clients.
  • Stay up-to-date with market trends, economic developments, and regulatory changes.
  • Maintain accurate records of client interactions, investments, and performance metrics.

Qualifications:

  • 3-6 years of experience in investment advisory and research.
  • Strong knowledge of mutual funds, PMS, AIFs, and their taxation.
  • Excellent analytical, communication, and interpersonal skills.
  • Proficiency in Excel and other financial software.
  • Certifications such as CFP, NISM X A, and NISM Series V A.
  • A Graduate or Postgraduate degree with relevant experience.


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