Wealth Associate
3 months ago
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.
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