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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
Anand Rathi is a leading full-service investment bank founded in 1994 offering a wide range of financial services and wealth management solutions to institutions, corporations, high–net worth individuals and families. The firm has rapidly expanded its footprint to over 350 locations across India with an international presence in Dubai, Hong Kong & New York.
Job ID: 112526471
