Position Vacant Relationship Manager - Wealth Management

Organization Name KJMC Capital Market Services Ltd.

Company Profile (Industry, Size, Products/Services, Standing in India/World etc.) :

KJMC Capital Market Services Ltd. is a part of the KJMC Finserv Group. It is a Stock Broking Corporate Member of NSE,BSE catering to Institutional clients, HNI's and Family offices and is also engaged in distribution of IPO- s, Mutual Funds, PMS and AIF (PE/VC) products etc. The clientele includes leading Banks, Mutual Funds, Insurance companies, Family offices, HNI's and others

Job Description / Responsibilities :

Client interaction : 

- Acquisition of new Clients - HNI- s, Corporates etc.

- Sales of financial products (Stocks (cash and derivatives), MF- s, IPO- s, Bonds, etc.) to HNI's /corporates through direct channel.

- Offer full Wealth Management Services to HNI's /Corporates.

- To offer Asset Allocation Advice to Clients depending on their risk profile. Rebalancing Portfolios

- To offer Tax saving / Tax planning products to clients.

- Prepare product strategy/notes, data sheets/worksheets of various investment ideas including special opportunities like Dividend Stripping, Buyback etc.

- Presentation skills.

- Achieve targets of Mobilization and Profit Margin.

B. Research- Products

- Mutual funds- Analyzing Indian Mutual Funds

- Structured Products- Analyzing and Due Diligence of third party structured products, Actual structuring and Advertising key clients

- Due Diligence on Alternate Products, Knowledge of Fundamental research, taxation etc

C. Issues / AMC Interaction

Regular interactions with relationship Managers of different AMC- and build relationship to generate regular business & maximize brokerage rates, generate marketing support etc.

D. Submit Weekly MIS.

Desired profile of the candidate :

Qualification: 3 to 5 years experience in similar role. Good understanding of Financial markets and knowledge of Taxation Laws & Financial Tools. Communication skills.

Graduate, Post Graduates - MBA /CA/CFA and other professional degrees Regulatory certifications.

B.com/M.com or equivalent

Min.Exp. : 3 years

Max.Exp. : 5 years

Under what category would you like the information displayed : Stock Broking. Financial Services. Wealth Management. Mutual Funds. PMS. Investment Advisory. BFSI.

Location of posting (mention country (if oversea) and city) Nariman Point, Mumbai

Candidate should be residing within 1hour distance from office premises i.e. (Not beyond Borivali & Thane)

Location of posting (mention country (if oversea) and city) : Nariman Point, Mumbai

Candidate should be residing within 1hour distance from office premises i.e. (Not beyond Borivali & Thane)

Address : 168, 16th Floor, Atlanta, 209, Nariman Point, Mumbai 400 021.

Website : www.kjmc.com

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