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Kredere Wealth Partner
7 Kredere Wealth Partner Jobs
2-5 years
Mumbai
1 vacancy
Client Analytics and Business Development Professional
Kredere Wealth Partner
posted 7d ago
Flexible timing
Key skills for the job
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
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