Associate/MT – Client Relationship Department (Portfolio Management Service)


No. of vacancy: 1
Salary: As per company's policy
Education: Master degree (MBA/ MBS/MS)

Specification :

Kriti Capital & Investments Ltd. is seeking application from committed candidates for the position of Associate/Management Trainee. Application screening shall be strictly based on the stipulated criteria. Only shortlisted candidates will be called for the interview.

Title:

Associate/MT – Portfolio Management Service

Location:

JDA Building, Bagdurbar, Kathmandu

Department:

Client Relationship

Openings

One

Company Name:

Kriti Capital & Investments Ltd.

Send Email To : info@kriticapital.com.np

Subject Line of Email : “ Associate/MT – Portfolio Management  Service”

Attachments Required

Curriculum Vitae (CV) and Cover Letter

ABOUT KRITI CAPITAL:

Kriti Capital & Investments Ltd. is a public limited company established by a group of professionals who have realized the need and understood the benefits of institutionalizing investment banking services in Nepal. Established with the motto of ‘creating growth opportunities’, Kriti Capital and Investments Limited aims to provide an efficient and effective medium for capital mobilization to earn superior return on capital.


Description:

Role and Responsibilities

  • Client Acquisition:
    • Promote PMS Service through efficient channels for client acquisition including presentations and visits to potential clients to explain our service as well as understand their needs
  • Documentation:
    • Upon client acquisition, prepare necessary documents for the service
    • Facilitate account opening for the client at broker, depository participant and bank
    • Proper safeguarding of client’s documents
  • Streamline Existing Portfolios:
    • Ensure collection of uncollected bonus shares and cash dividend for existing portfolio, i.e. PMS accounts opened by depositing shares rather than cash
    • Ensure dematerialization of physical shares for existing portfolio
    • Ensure deposit of initial investment
    • In case of Death Name Transfers (DNT) of shares from Client’s deceased family member to client’s name, facilitate the overall process and keep track of it until the completion
  • Internal Communication:
    • Communicate of client acquisition, account openings, portfolio status ( in case of streamline process) to the various departments within Kriti Capital
    • Forward the documents to concerned departments
  • Collaboration with Trading & Research Department:
    • Collaborate with Trading & Research Team member to communicate client requests, risk appetite as well as help the member to formulate portfolio strategy for the concerned clients.
    • Regular meeting with Trading & Research team member to assess the portfolios and analyze further strategies.
    • Support Trading & Research team to deliver superior returns to the clients.
  • External Communication:
    • Communication with client upon query to advise them, give market updates as well as fund addition and withdrawal
    • Yearly visit to clients for one-year performance report submission
    • Visits to client for other required cases

 

Qualifications and Education Requirements

  • Master’s degree in Business Administration, Commerce, Management, or similar field;
  • Concentration (Major / Minor) in Marketing preferred with general knowledge of finance
  • Work Experience of similar kind is preferable
  • Automobile ( scooter, motor bike or car) with license

 

Preferred Skills

  • Strong relationship building and negotiations skills
  • Exceptional written and verbal communication skills
  • Ready to travel attitude
  • Diligent in planning, tracking, documentation and management
  • Self-motivated with ability to collaborate with other departments and work under limited guidance
  • Proactive and ability to think out of the box
  • Team player