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.
Manage meeting calendars, including scheduling and coordinating appointments, meetings, and events. Organize and coordinate travel arrangements, including flights, accommodations, transportation, and itineraries. Screen and prioritize incoming correspondence, phone calls, and emails, responding to inquiries or directing them to the appropriate parties. Assist with personal tasks, such as running errands, managing personal appointments, and coordinating family events. Maintain strict confidentiality and discretion when handling sensitive information and personal matters. Liaise with internal and external stakeholders, including colleagues, clients, and vendors. Support ad hoc tasks and special projects as required.
Company Description Kredere Wealth Partner is a boutique wealth management firm founded by professionals with over 50 years of combined experience. The firm focuses on Wealth Advisory and Management, emphasizing open architecture, transparency, integrity, and commitment. Kredere Wealth Partner collaborates with leading global specialists to offer tailored solutions in Investment Advisory, Family Advisory, Succession Planning, Real Estate Advisory, Legal and Tax Advisory, Corporate Advisory, Debt Syndication, and Consolidated Portfolio Reporting. Role Description This is a full-time on-site role for an Executive - Products and Research, based in Mumbai. The Executive will be responsible for conducting in-depth research on various investment products, developing comprehensive product reports, and supporting the advisory team with insightful market analysis. The role also entails staying updated with market trends, evaluating the performance of current products, and assisting in client presentations and portfolio reviews. Qualifications Strong analytical skills and ability to conduct thorough market research Proficiency in creating detailed product reports and investment analyses Knowledge of various investment products and market trends Excellent verbal and written communication skills for client interactions and presentations Ability to work independently and collaboratively within a team Experience in wealth management or financial services is a plus Bachelor's degree in Finance, Economics, Business, or a related field Show more Show less
Manage meeting calendars, including scheduling and coordinating appointments, meetings, and events. Organize and coordinate travel arrangements, including flights, accommodations, transportation, and itineraries. Screen and prioritize incoming correspondence, phone calls, and emails, responding to inquiries or directing them to the appropriate parties. Assist with personal tasks, such as running errands, managing personal appointments, and coordinating family events. Maintain strict confidentiality and discretion when handling sensitive information and personal matters. Liaise with internal and external stakeholders, including colleagues, clients, and vendors. Support ad hoc tasks and special projects as required.
Prior work experience: minimum three years Knowledge of Tally 9.0 ERP, Understanding of basic accounting principles Experience with GST, TDS, Income Tax and related compliances Basic knowledge of Companies Act requirements Proficiency in MS Excel, and MS Word Coordinating for preparation and audit of accounts (Balance sheet & Profit & Loss account) Computation of advance tax Computation and filing of TDS and GST Returns Providing monthly management MIS Overseeing invoicing and tracking receivables & payables Preparing cash flows and planning transactions Overseeing banking activities Managing loans & advances
Manage meeting calendars, including scheduling and coordinating appointments, meetings, and events. Organize and coordinate travel arrangements, including flights, accommodations, transportation, and itineraries. Screen and prioritize incoming correspondence, phone calls, and emails, responding to inquiries or directing them to the appropriate parties. Assist with personal tasks, such as running errands, managing personal appointments, and coordinating family events. Maintain strict confidentiality and discretion when handling sensitive information and personal matters. Liaise with internal and external stakeholders, including colleagues, clients, and vendors. Support ad hoc tasks and special projects as required.
Provide support to Clients and Relationship Managers for investment-related activities across all asset classes and investment products. KYC Documentation & Processing. Checking CKYC Compliance. Transfer, Gift and Transmission of Funds. Demat, Broking and F&O Account Opening.Demat, re-mat of shares and other securities.
Job description Consolidating, analyzing 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 Liaising with clients’ legal, accounts and tax advisors Performing various financial calculations and simulations
Provide support to Clients and Relationship Managers for investment-related activities across all asset classes and investment products. KYC Documentation & Processing. Checking CKYC Compliance. Transfer, Gift and Transmission of Funds. Demat, Broking and F&O Account Opening. Demat, re-mat of shares and other securities.
Kredere Wealth Partner: Kredere Wealth Partner is a Wealth Management Boutique, founded and managed by a group of professionals with over 50 cumulative years of experience, and diverse skill sets. While the nucleus of our offering is Wealth Advisory and Management, we also provide niche services through a network of leading specialists, spanning the following verticals: • Risk Profiling, Asset Allocation • Investment Advisory and Execution • Rationalisation and Optimisation of Tax • Investment Review and Consolidated Reporting • Family Advisory & Succession Planning • Corporate Advisory and Debt Syndication • Mergers & Acquisitions • Real Estate Advisory and Execution Personal Attributes: • Candidate must be extremely organized in terms of paperwork, filing, documentation (both physical and electronic) • Attention to detail and accuracy • Ability to multitask and handle multiple client requirements at once • Good communication and interpersonal skills PRODUCTS Mutual Funds: 1. KYC Documentation & Processing 2. Checking CKYC Compliance 3. Obtaining Risk Profilers for All Investors 4. Transactions: Purchase, Redemption, Switch, STP, SWP, SIP, NFOs incl. FMPs 5. Demat & Remat of Funds 6. Transfer, Gift and Transmission of Funds 7. Lien Marking, Lien Removal 8. Change of Bank Mandate, Nominee, Sub-broker code, E-mail ID, EUIN, 9. Registration of POAs 10. Sending Statement of Accounts to RMs/Clients Direct Equity: 1. Demat, Broking and F&O Account Opening (Individuals & Non-Individuals) 2. IPO Applications 3. Margin Funding 4. Executing off-market and on-market transfers 5. Demat Mutual Fund Transactions (Purchase, Redemption etc.) 6. Statement Generation – Holding statement, Ledger, Capital Gains, Transactions 7. Pay-in, Payout, MTM Margin Tracking Debt Syndication – Document processing for: 1. Term Loan – LAP, LAS, LRD 2. Overdraft 3. IPO Funding 4. Margin Funding 5. Account Opening AIFs, NCDs, Structured Products Equity and Debt PMS
Handling the end-to-end administrative activities of the company including infrastructure and softwares. Managing office supplies, inventory, and procurement to ensure the office is fully stocked and operational. Managing contracts and relations with vendors, service providers, and landlords, ensuring all contracts are in line with company policy. Coordinating with vendor. Supervising the maintenance and repair of office equipment and facilities. Managing the filing and record-keeping systems, ensuring they are updated and easily accessible. Liaising with other departments and teams to ensure the smooth running of the office. Handling petty cash payments and expenses, and providing supporting bills and vouchers for all administrative expenses. Multi-tasking, Ms- office, Communication, calculation.
Analyse macroeconomic factors and financial market data to identify trends, risks, and opportunities. Review and evaluate client investment portfolios, providing recommendations for optimization and risk management. Perform due diligence on financial products, including stocks, bonds, mutual funds, and alternative investments. Create and present detailed research notes and presentations for clients, senior management, and other stakeholders. Stay current on industry trends, market news, and regulatory changes to ensure the highest level of service for our clients. Participate in client meetings and conference calls, providing expert guidance on investment decisions and market outlook.
Provide support to Clients and Relationship Managers for investment-related activities across all asset classes and investment products. KYC Documentation & Processing. Checking CKYC Compliance. Transfer, Gift and Transmission of Funds. Demat, Broking and F&O Account Opening. Demat, re-mat of shares and other securities.
Prior work experience: minimum three years Knowledge of Tally 9.0 ERP, Understanding of basic accounting principles Experience with GST, TDS, Income Tax and related compliances Basic knowledge of Companies Act requirements Proficiency in MS Excel, and MS Word Coordinating for preparation and audit of accounts (Balance sheet & Profit & Loss account) Computation of advance tax Computation and filing of TDS and GST Returns Providing monthly management MIS Overseeing invoicing and tracking receivables & payables Preparing cash flows and planning transactions Overseeing banking activities Managing loans & advances
Provide support to Clients and Relationship Managers for investment-related activities across all asset classes and investment products. KYC Documentation & Processing. Checking CKYC Compliance. Transfer, Gift and Transmission of Funds. Demat, Broking and F&O Account Opening.Demat, re-mat of shares and other securities.
Manage meeting calendars, including scheduling and coordinating appointments, meetings, and events. Organize and coordinate travel arrangements, including flights, accommodations, transportation, and itineraries. Screen and prioritize incoming correspondence, phone calls, and emails, responding to inquiries or directing them to the appropriate parties. Assist with personal tasks, such as running errands, managing personal appointments, and coordinating family events. Maintain strict confidentiality and discretion when handling sensitive information and personal matters. Liaise with internal and external stakeholders, including colleagues, clients, and vendors. Support ad hoc tasks and special projects as required.
Consolidating, analysing and reviewing clients portfolios. Computing and analysing portfolio performance based on certain parameters. Responsibilities: Business Development: Identify and pursue new business opportunities through market research, networking, and client referrals. Develop and execute strategies to meet or exceed sales targets and revenue goals. Generate leads, prepare proposals, and conduct presentations to potential clients. Analyze market trends, competition, and customer needs to identify growth opportunities. Collaborate with internal teams to develop and tailor solutions for prospective clients. Relationship Management: Build and maintain strong, long-lasting relationships with existing and prospective clients. Act as a primary point of contact for client inquiries and issues, ensuring timely resolution. Understand clients business needs and objectives to provide tailored solutions and ensure satisfaction. Conduct regular follow-ups and client reviews to nurture relationships and identify upselling opportunities. Gather and incorporate client feedback to improve products, services, and processes. Strategic Planning and Reporting: Develop and implement short- and long-term business plans aligned with organizational goals. Track and analyze performance metrics, providing regular reports to senior management. Suggest and implement improvements to enhance client engagement and retention.
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