client analytics Relationship Manager

3-10 years
1000000 - 1500000 INR
a month ago 15 Applied
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 [Confidential Information] or call/ whatsapp on 9220105559

JOB TYPE

Industry

Skills

Investment Advisor
Mutual Funds
Wealth Management And Acquisition

i tech Solutions Pvt. Ltd. ( an ISO 9001 - 2008 Certified Company ) is India's No.1 Recruitment Company for BPO / ITO / Meida/ Accounts/ KPO / MNC / Telecomm / IT and Corporate Companies for Jobs across India.

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About Recruiter
Minnat Hashmi

Functions

Customer Service/Call Centre/BPO,
Sales/Business Development

Industry

ITES/BPO/Call Center

Skills/Roles

Human Resources,
Vice President,
CEO,
Vp,
Director,
Sales,
Marketing,
Business Development Executive

LEVEL HIRING FOR

Mid Level,
High Level,
Top Management

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