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Business Development and Relationship Manager
3-5 years
Mumbai, Mumbai
1 vacancy
Business Development and Relationship Manager
Kredere Wealth Partner
posted 23d ago
Job Role Insights
Flexible timing
Key skills for the job
Job Description
Consolidating, analysing and reviewing clients portfolios.
Computing and analysing portfolio performance based on certain parameters.
Understanding the features and reviewing the performance of various financial instruments.
Creating PowerPoint presentations on client portfolios and recommendations.
Interacting with clients to understand and resolve queries and requirements.
Performing various financial calculations and simulations.
Employment Type: Full Time, Permanent
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