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.

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