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Kredere Wealth Partner
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5 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 23hr ago
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Flexible timing
Key skills for the job
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
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Kredere Wealth Partner Mumbai Office Location
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