Investment Professional

Anand Rathi Share and Stock Brokers Ltd; Mumbai; On-site; INR 900,000 - 1,500,000; Full time

Job summary

Anand Rathi Share and Stock Brokers Ltd in Mumbai seeks an experienced Investment Advisor with 3–6 years in investment research to monitor portfolios, prepare insights, and engage clients.

You will coordinate with RM team, generate customized investment recommendations, and build AUM while maintaining MIS and reports; CFP / NISM certifications preferred.

Qualifications

• Investment Advisory and Research experience of 3–6 years.
• Knowledge of mutual funds, PMS, AIFs including taxation and schemes.
• Strong market awareness and up-to-date economic developments.
• Excellent report writing and communication skills.
• Proficient in Excel and client reporting.
• CFP and/or NISM X A & X B, V A MF Distributors and PMS Distributors certifications.

Responsibilities

• Portfolio monitoring and reviews with data inputs for senior IPs.
• Prepare customized investment insights and documents for prospects/clients within TAT.
• Understand client profiles and asset allocation models.
• Provide customized insights based on client risk profiles.
• Prepare yearly review and rebalancing reports within TAT.
• Monitor portfolios with RM team and close actions to grow AUM.
• Maintain MIS and collaborate with product and RM teams.

Skills

Investment Advisory

Financial Analysis

Client Relationship

Portfolio Review

Education

Graduate

Postgraduate MBA

CFP

NISM X A

NISM XB

NISM V A MF Distributors

NISM Series XXI A PMS Distributors

Tools

Excel

Job description

Job Specifications Required

• 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 AUM

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 [e-mail] or WhatsApp on [phone]