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82 Anand Rathi: Online Stock Trading & Advisory Jobs

Looking For Senior Investment Counsellor CFP Certified -Lower Parel

1-6 years

₹ 5.5 - 13L/yr

Mumbai

2 vacancies

Looking For Senior Investment Counsellor CFP Certified -Lower Parel

Anand Rathi: Online Stock Trading & Advisory

posted 21hr ago

Job Description

Anandrathi is hiring for Investment Professional ( Fresher /Certified Financial Planner) based at Lower Parel Location :


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


If Interested, Kindly share resumes on pushpajaiswar@rathi.com or whatsapp on 9920799578 for further process.


Thanks & Regards
Pushpa Jaiswar
Human Resources Developement

Anandrathi Share & Stock Brokers Ltd

Mobile: + 9920799578 / 9359038839

9 th Floor , Wing A, Express Zone, Near Oberoi Mall, Goregaon (East), Mumbai - 400 063. India
Tel No: + 9122 6281 7000 | Website: www.rathi.com



Employment Type: Full Time, Permanent

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Investment Counsellor salary at Anand Rathi: Online Stock Trading & Advisory

reported by 2 employees with 2-3 years exp.
₹5.4 L/yr - ₹6.9 L/yr
58% less than the average Investment Counsellor Salary in India
View more details

What Anand Rathi: Online Stock Trading & Advisory employees are saying about work life

based on 214 employees
60%
45%
46%
99%
Strict timing
Alternate Saturday off
Within city
Day Shift
View more insights

Anand Rathi: Online Stock Trading & Advisory Benefits

Job Training
Health Insurance
Soft Skill Training
Team Outings
Work From Home
Cafeteria +6 more
View more benefits

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