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Wealth Associate
4 weeks ago
Worli, India
Prabhudas Lilladher Private Limited
Full time
Job Description
Position Title: Wealth Associate
Location : Worli, Mumbai
Responsibilities:
- Proficient in MS & Data Analytics.
- Demonstrated experience in crafting write-ups and presentations for Wealth/Investment products.
- Generate innovative and relevant product ideas.
- Provide support to BD/Sales teams through thorough research and impactful presentations.
- Knowledgeable in PMS/AIF and MF products.
Qualifications:
- MBA Finance/CFA or a relevant qualification in the financial domain.
- 3-5 years of experience.