Strategic Investment Consultant

2 days ago


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

We are seeking a skilled Investment Professional to join our team at Anand Rathi Share and Stock Brokers Ltd. As a key member of our investment division, you will be responsible for building and maintaining client relationships while providing expert investment advice.

About the Role:

The ideal candidate will have a deep understanding of various investments options and be able to provide customized insights based on client suitability and risk profile. Key responsibilities include preparing high-quality investment reports, monitoring and tracking portfolios, and collaborating with Relationship Managers (RMs) to implement investment strategies.

Skills Required:

To excel in this role, you must possess strong product knowledge, a complete understanding of investment products, and the ability to analyze client profiles and asset allocation models. Additionally, you should be able to communicate effectively between the Product Team and RM Team, positioning new product ideas and discussing nuances.

A well-versed professional in taxation on investment products, you will also maintain and analyze Management Information Systems (MIS) regularly. If you have excellent analytical and problem-solving skills, a proven track record in investment analysis, and a passion for delivering exceptional client experiences, we encourage you to apply.

The salary for this position is estimated to be around ₹1,200,000 per annum, depending on location and experience. We offer a competitive compensation package that includes opportunities for growth and professional development within our organization.



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