Client Analytics and Business Development Professional

2 - 5 years

5.0 - 8.0 Lacs P.A.

Mumbai

Posted:2 months ago| Platform: Naukri logo

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Skills Required

Wealth ManagementInvestment Advisory prefereably Mutual FundsRelationship ManagerBusiness DevelopmentWealth Managerrisk analysis

Work Mode

Work from Office

Job Type

Full Time

Job Description

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

Financial Services
Mumbai Maharashtra

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