I Tech Solutions
Location
Mumbai | India
Job description
DEPARTMENT: CLIENT ANALYTICS
DESIGNATION: MANAGER
JOB LOCATION: MUMBAI
EMPLOYMENT TYPE: FULL TIME
Kredere Wealth Partner
Established in 2014, Kredere Wealth Partner is a Wealth Management boutique, founded and
managed by industry veterans.
Headquartered in Mumbai, with offices in Delhi and Kolkata, we provide comprehensive multi-family
office services to Ultra-High-Net-Worth families and corporates. Our offering includes:
• Investment services
o Execution services
o Investment management
• Family office services
o Estate and succession planning
o Legal & Tax support
o Facilitation of real estate transactions
• Corporate structuring
• Debt syndication
• Comprehensive NRI services
Role Requirements
• Prior work experience in Financial Services: Minimum 1-3 Years
• Familiarity with Financial Products (specifically Mutual Funds)
Core Accountabilities
• Consolidating, analysing and reviewing existing and prospective clients' portfolios
• Computing and tracking portfolio-level and instrument-level performance
• Conducting in-depth risk analysis and due diligence of clients' investments
• Understanding the features and reviewing the performance of various financial instruments
• Restructuring portfolios based on risk profile, specific requirements and market outlook
• Creating PowerPoint presentations of client portfolios and recommendations
• Preparing Client Portfolio MIS and Management MIS in excel
• Interacting with clients to understand and resolve queries
• Building holistic knowledge of clients assets, profile and psychographics
• Liaising with clients' legal, accounts and tax advisors
• Performing various financial calculations and simulations
Personal Attributes
• Strong written and verbal communication skills
• Ability to multitask, prioritize, and manage time efficiently
• Proficiency in MS Excel, Word and Power point
• Strong attention to detail
• Good work ethic and a self-starter attitude
Ctc- 10-15 lpa.
Location- Lower Parel ( Mumbai)
Interested candidates can share their resumes on [HIDDEN TEXT] or call/ whatsapp on 9220105559
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