KJMC - Vice President/Assistant Vice President - Wealth Advisory

Job Description / Profile of V.P./Asst V.P -Wealth Advisory

KJMC Capital Market Services Ltd. is a part of KJMC FINSERV GROUP. It is a Stock Broking Corporate Member of NSE, BSE catering to institutional clients, HNI's & family offices and 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, Corporates, family Offices, Ultra High HNI's etc. To meet our growth requirement, we are looking for a Senior Wealth Advisor (VP Level ) & Relationship Managers.

Job Title: Senior Wealth Advisor

Level /Post : V.P. / Asst. V.P

Location: Mumbai

Reports To: Director and BOD

Experience (Min to Max) : 7 to 12 years work exp in Banking / Wealth Management Industry

Educational Qualification : C.A. / MBA / CFA, NCFM CERTIFIED ( with valid URN code) and IRDA CERTIFIED preferred.

The Job Description :

- Product suite evaluation and weekly /monthly review and Interaction with Fund House for products selection and Brokerage Negotiation wherever required. Preparing Marketing Collateral .

- Advising HNI clients on investments in asset classes like, Equity MF- s, IPO- s/NFO- s/OFS, (incl. funding) PMS products, IA, AIF, VC, PE Funds, Direct equity ideas (trading calls/ positional calls) Tax Free Bonds, Bonds/Fixed Income products, 54 EC bonds, Fixed Deposits, Insurance, Real Estate etc. to clients based on their risk profile and tax status .

- Servicing Existing clients and increasing/acquiring new Clients base. Increase the Client base among institutional /Corporates/ HNI's

- Business Development & Customer Acquisition (UHNI- s, Family Offices)

- Manage Team (RM /Junior RM- s) and Branches.

- Review and report client portfolios.

Skills :

- The candidate has to have an Extensive knowledge of all Asset Products, Operations, Current market trends alongwith Knowledge of Taxation laws relating to Investments (product wise and entity wise).

- Knowledge of SEBI rules and compliances related to investments (certification, payouts, conflicts, disclosures, no guarantees etc.) . Compliance with Regulations to be monitored.

- Good IT/ Computer Skills (Strong on Excel, Word and PowerPoint) alongwith ability to use Related Computer Software Programmes effectively.

- Knowledge of Tax on various products and various Investor categories is a must .

- The Candidate has to be target oriented with ability to handle multiple tasks and be able to cross sell various financial products.

- Good Portfolio Management Skills

- Good knowledge of LAS and Margin Trading would be an added advantage

- Good Communication Skills (written and Verbal )