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Position Details:
Position Investment Advisor (IAs) @ Anand Rathi
Company Name Anand Rathi
Location Mumbai, India
Job Type Investment Advisor (IAs)
Job Description

 Dear Students,

FPA with various companies brings you good job openings which will help you enhance your skills in the finance domain. Please refer to the job descriptions for your reference.

Company Website :

Company Profile : AnandRathi is a leading full service securities firm providing the entire gamut of financial services. The firm, founded in 1994 by Mr. AnandRathi, today has a pan India presence as well as an international presence through offices in Dubai and Bangkok.

Job Location : Mumbai

SUMMARY :All those who like a mix of number crunching and interacting with people, this is the position for you!The Investment Advisor is the one responsible for suggesting the portfolio mix to the customers. S/He would be responsible for suggesting investments to the clients based on their profile. The IA would also be responsible to structure/restructure existing or new client portfolios. The profile would need to work closely with the Wealth Managers and should be able to help them with their client needs.The IA should also be able to talk about the new products available to the clients, if need be, and fit them in their portfolio.

Job Profile & Responsibilities :The Investment Advisor will have to undertake the following responsibilities:

  •  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 :

  • 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.
  •  Some experience in Financial Services Industry.
  •  Organizational skills & Time management skills.
  • Positive attitude, high level of perseverance, assertive & hard working.
  • Result oriented, A desire to excel.
  • Ability to work in a Team.

Qualification : 

  • CFP or NISM X-A & X-B are mandatory. Other qualifications like CFA, MBA (Finance) Degree holder.
  •  1-2 years of relevant work experience preferably in the financial industry.

Salary : As per 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 27/09/2017

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