Financial strategy design-Leading broking firm-Mumbai 1. Research and Development of Financial Concepts: a. Study and incorporation of financial concepts in the wealth management document b. Understanding the concepts of statistical tools and its application in developing financial models pertaining to wealth management c. Knowledge of quantitative analysis techniques using Advanced MS Excel and other analytical tools/software 2. Ensuring efficient and effective execution of all key aspects of client deliverables: a. Responsible for design of financial data document for the clients b. Assist in resolving Relationship Managers' queries that are specific to clients' requirements c. Usage of analytics to build strategic insights for clients 3. Conduct training sessions across locations: Position reporting to: Head of Research Financial Data QUALIFICATIONS REQUIRED: CA/ MBA-Finance/ CFA (US) FUNCTIONAL/TECHNICAL & BEHAVIOURAL SKILLS REQUIRED: Functional/Technical Skills: 1. Advanced understanding of broader financial markets across asset classes and basic Knowledge of Financial Products 2. Strong analytical and problem solving skills 3. Advanced skills of MS Excel and PowerPoint Behavioral Skills: 1. Diligent with attention to detail 2. Passion to continuously learn and grow 3. Good Communication and Interpersonal Skills 4. Go-Getter Attitude 5. Team player AGE GROUP PREFERRED: 21-28 Years

Mumbai

Financial Strategy Design Role - Broking Firm 

Job Description for Financial Strategy Design Role - Broking Firm  in REKRUT INDIA PRIVATE LIMITED in  Mumbai for (1-9) years of experience. Apply Now!