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