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Investment Advisor@Anand Rathi

Company Name Anand Rathi
Location MUMBAI, India
Job Type Investment Advisor
Job Description

Company Profile 

Inaugurated in 1994, Anand Rathi is one of India’s leading full services financial services firm covering the entire gamut of investors and offering services such as Wealth Management, Investment Banking, Corporate Finance & Advisory, Brokerage & Distribution in a vast sector of Equities, Commodities, Mutual funds, Structured products, Insurance, Corporate deposits, Bonds & Loans to Institutions, Corporations, High-net-worth individuals and Families. 

Job Description : 

? To help in the process of drafting & modification of the Financial Plan/Strategy of the clients and streamlining the process of doing that. 
? Should be able to understand the products (Like Equity, Mutual Fund, Insurance, other) available. 
? Compare the various options available in that product. 
? Should be able to understand the new products launched and explain to the sales team (Both the product and process). 
? To understand customers needs & requirements and accordingly suggest products. 
? To act as an intervening link between the research, products & solutions team and the Wealth Managers (WMs). 
? To be able to digest research outputs and explain it to the WMs. 
? To coordinate with the Portfolio Managers and Product Managers for taking investment decision for the clients.

Candidates Profile :  

? CFP or NISM X-A & X-B are mandatory. Other qualifications like CFA, MBA (Finance) Degree holder are an advantage 
? 3-5 years of relevant work experience preferably in the financial industry. 
? A thorough understanding of financial products along with their performance, risk profile, etc. 
? Excellent written communication skills with clarity of thought, speech and expression. 
? Good interpersonal skills. 
? Very Good Analytical Skills. 
? Organizational skills & Time management skills. 
? Understanding of software like, Morningstar, ACE and Bloomberg

Salary : As per company standards.

Interested candidates can mail their updated resumes at “” with the company name and profile name.

Please go through the JD carefully before applying.

Posted Date 04/07/2019