Kredere Wealth Partner Pvt Ltd
Location
Mumbai | India
Job description
Company Description
Kredere Wealth Partner Pvt Ltd is a Wealth Management Boutique located in Mumbai. Our team of professionals has over 50 years of cumulative experience with diverse skill sets. Our services include Wealth Advisory and Management, Investment Advisory, Family Advisory and Succession Planning, Real Estate Advisory, Transaction-based Legal and Tax Advisory, Corporate Advisory and Debt Syndication, and Consolidated Portfolio Reporting. We provide customized, best-in-class solutions to our clients, with a focus on open architecture, transparency, integrity, and unwavering commitment.
Role DescriptionThis is a full-time on-site role for a Client Analytics and Business Development employee. The employee will be responsible for analyzing client data to create insights and reporting, developing business growth strategies, and ensuring high levels of customer satisfaction by providing superior customer service and experiences. The employee will also be responsible for developing and maintaining client relationships and identifying new business opportunities.
QualificationsRelevant certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) would be beneficial.
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