Client Analytics and Business Development Professional

2 weeks ago


Mumbai, Maharashtra, India Kredere Wealth Partner Full time ₹ 4,00,000 - ₹ 12,00,000 per year

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



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