1 - 6 years
1 - 6 Lacs
Posted:1 week ago|
Platform:
On-site
Full Time
1. Portfolio Monitoring and Reviews
2. Support to RMsTeam
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
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
AnandRathi
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mumbai, maharashtra, india
1.0 - 6.0 Lacs P.A.
