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4.8

based on 8 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 25d 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

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What people at Kredere Wealth Partner are saying

What Kredere Wealth Partner employees are saying about work life

based on 8 employees
80%
50%
50%
100%
Flexible timing
Monday to Friday
No travel
Day Shift
View more insights

Kredere Wealth Partner Benefits

Free Transport
Child care
Gymnasium
Cafeteria
Work From Home
Free Food +6 more
View more benefits

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Kredere Wealth Partner Mumbai Office Location

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

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