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based on 6 Reviews

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7 Kredere Wealth Partner Jobs

Client Analytics and Business Development Professional

2-5 years

Mumbai

1 vacancy

Client Analytics and Business Development Professional

Kredere Wealth Partner

posted 7d ago

Job Role Insights

Flexible timing

Job Description

Consolidating, analysing and reviewing existing portfolios

Conducting in-depth risk analysis and due diligence of investments.

Creating PowerPoint presentations of client portfolios and recommendations.

Interacting with clients to understand and resolve queries. Liaising with clients legal, accounts and tax advisors.

Performing various financial calculations and simulations.

Location-Lower Parel


Employment Type: Full Time, Permanent

Read full job description

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What people at Kredere Wealth Partner are saying

What Kredere Wealth Partner employees are saying about work life

based on 6 employees
67%
50%
67%
100%
Flexible timing
Alternate Saturday off
Within city
Day Shift
View more insights

Kredere Wealth Partner Benefits

Free Transport
Child care
Gymnasium
Cafeteria
Work From Home
Free Food +6 more
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Kredere Wealth Partner Mumbai Office Location

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Mumbai, Maharashtra Office
Headquarter
Raheja Chambers, Free Press Journal Marg, Nariman Point Mumbai, Maharashtra
400021

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