Anand Rathi Share and Stock Brokers Ltd
Website:
anandrathi.com
Company:
https://www.linkedin.com/company/anand-rathi-share-and-stock-brokers-ltd
Seniority: Mid-Senior level
Industries: Financial Services and Investment Management
Job details:
Role & Responsibilities:
Job Description
· Leading the investment products like Mutual Funds, PMS and AIFs in terms of ownership from end to end. Responsible for bringing new ideas after understanding their positioning in line with market and internal outlook
· Running independent MF ranking/evaluation and maintain the quarterly ranking output
· Prepare and maintain product updates and factsheets for all products on Anand Rathi platform
· Maintain and work on Model Portfolio on ongoing basis; evaluate its existing framework time to time
· Interacting with Fund Managers, understanding their market outlook and creating a note for internal circulation
· Scouting for new ideas in market across all investment products (MF, PMS, AIF, InvITs etc) and ensuring closing end to end
· Creating various market updates, news and trends in Indian Mutual Fund industry or any macro-outlook
· Creating all possible MIS related to products available on platform and ensure its maintenance
· Engaging with all RMs (region wise) to ensure to solve their queries, imparting product trainings, resolving day to day to queries etc
Qualifications:
· Should have MBA (Finance) / Post Graduate (MBA preferably) / CFA / CA with minimum 5-8 years of relevant Investment Products experience along with necessary NISM certifications like Series V A (Mutual Funds), XXI A (PMS) or any other certifications as and when required by regulatory bodies
· Needs to be conversant with the working of mutual funds and other investments – including their taxation, types of schemes, etc
· Updated knowledge about the markets and economic developments
· Excellent report writing and communication skills along with proficiency in excel
In case there are any further questions feel free to contact me on adityaanerao@rathi.com or WhatsApp on 9819864010 for further assistance.
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