Senior Manager

2 days ago

Mumbai India Kredere Wealth Partner Full time

Job Description Kredere Wealth Partner: Kredere Wealth Partner is a Wealth Management Boutique, founded and managed by a group of professionals with over 50 cumulative years of experience, and diverse skill sets. While the nucleus of our offering is Wealth Advisory and Management, we also provide niche services through a network of leading specialists, spanning the following verticals: Risk Profiling, Asset Allocation Investment Advisory and Execution Rationalisation and Optimisation of Tax Investment Review and Consolidated Reporting Family Advisory & Succession Planning Corporate Advisory and Debt Syndication Mergers & Acquisitions Real Estate Advisory and Execution Personal Attributes: Candidate must be extremely organized in terms of paperwork, filing, documentation (both physical and electronic) Attention to detail and accuracy Ability to multitask and handle multiple client requirements at once Good communication and interpersonal skills PRODUCTS Mutual Funds: 1. KYC Documentation & Processing 2. Checking CKYC Compliance 3. Obtaining Risk Profilers for All Investors 4. Transactions: Purchase, Redemption, Switch, STP, SWP, SIP, NFOs incl. FMPs 5. Demat & Remat of Funds 6. Transfer, Gift and Transmission of Funds 7. Lien Marking, Lien Removal 8. Change of Bank Mandate, Nominee, Sub-broker code, E-mail ID, EUIN, 9. Registration of POAs 10. Sending Statement of Accounts to RMs/Clients Direct Equity: 1. Demat, Broking and F&O Account Opening (Individuals & Non-Individuals) 2. IPO Applications 3. Margin Funding 4. Executing off-market and on-market transfers 5. Demat Mutual Fund Transactions (Purchase, Redemption etc.) 6. Statement Generation Holding statement, Ledger, Capital Gains, Transactions 7. Pay-in, Payout, MTM Margin Tracking Debt Syndication Document processing for: 1. Term Loan LAP, LAS, LRD 2. Overdraft 3. IPO Funding 4. Margin Funding 5. Account Opening AIFs, NCDs, Structured Products Equity and Debt PMS

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