Wealth Associate

5 days 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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