.. RabbitMQ, MySQL, Product Design, UI/UX Design, Leadership, Strong Communication Benefits Competitive Compensation for the profile Fast accelerated growth for high performers who want to make an impact Paid vacation days and holidays to rest and relax Awesome Snacks are provided in the morning and evening .. read more
Responsibility:
1. Building AUM (No Sales Based Assignment)
- Prepare high Quality, customized Investment Insights, Document, Review for prospects / clients within TAT
- Understand various investments options and providing customized Insights based on client/ prospects, suitability and risk profile.
- Prepare yearly Review & Rebalancing reports for clients within TAT
- Continuous monitoring and tracking portfolios of clients with the help of RMs Team
- Assist RMs in monitoring and tracking implementation of Investment
- Insights, Document, Review, Joint Calls/ Meeting with RM to build AUM
- 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
Kindly share applications on adityaanerao@rathi.com or WhatsApp on 9819864010 for further process.
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