Placements

Attention! This job posting is 111 days old and might be already filled.

ACCOUNT MANAGER@KESEF ADVISORS

Company Name KESEF ADVISORS
Location THANE, India
Job Type KESEF ADVISORS
Job Description

Company Profile 

Kesef Advisors is a boutique advisory firm managing investment portfolios and financial
requirements of specific business families, HNIs and Trusts on a fee-only basis. Our open
architecture platform provides access to best in class solutions and services to our clients.
 

Job Description : 

 

An account manager’s (AM) role is to support the Financial Consultant in maintaining and
building the Portfolio Advisory business.
Client Management:
1. Ensuring complete coverage of the client’s financial assets across classes / geographies.
2. Monitoring the portfolio performance across all assets held by the client on a monthly
basis or as and when required.
3. Tax planning to ensure the tax incidence is as low as possible.
4. Periodic reporting of capital gains for advance tax.
5. Preparing financial plan & periodic review of the progress
6. Assisting in onboarding new clients by ensuring documentation as by the regulatory
requirement.
Operations:
1. Preparing the documentation for the client investments, seeing the investments thru.
2. Co-ordinating with the operations team and ensuring the mutual fund portfolio reports
are accurate.
3. Yearly update of Risk profile of the clients managed.
4. Assisting in onboarding new clients by ensuring documentation as per the regulatory
requirement.
Research:
Assisting in selection / review of investment options for the client in his/her specific geography.
 
Candidates Profile :  
 
Qualification: PGDBM/MBA, CA, and PG with Certifications like CFP and CFA, Institutes: Tier
2/3 MBA Institutes, ICAI, AMFI Certification
Experience: 2 – 3 years in Financial Planning
 
Salary : As per company standards.

 

Interested candidates can mail their updated resumes at “Placement@fpa.edu.in” with the company name and profile name.

Please go through the JD carefully before applying.

Posted Date 17/03/2020

CONTACT US

f9bb07