Key Responsibilities: * Fundamental Research: Conduct in-depth research on companies, industries, and economic trends to identify potential investment opportunities. * Stock Idea Generation: Generate and evaluate stock ideas for the advisory platform. * Investment Thesis Development: Develop and articulate clear and compelling investment theses to clients. * Portfolio Management: Contribute to portfolio performance, execution, and review. * Client Relationship Management: Build and maintain strong relationships with clients, aiming to gain wallet share. * Market Analysis: Stay abreast of market trends and developments. * Communication: Effectively communicate investment strategies and research findings to clients and colleagues. * Industry Networking: Maintain strong relationships with sell-side brokers and industry experts. Required Qualifications & Skills: * Education: Master's degree from a reputed business school. CFA charter is preferred. * Experience: about 15 years of experience as a fund manager with a reputable PMS (Portfolio Management Services) firm. * Investment Expertise: Proven ability to select stocks and construct high-performing portfolios. * Communication & Presentation: Excellent written and verbal communication skills, including the ability to effectively present investment ideas to clients. * Analytical & Quantitative Skills: Strong analytical and quantitative skills with proficiency in financial modelling and data analysis tools (Excel, PowerPoint, Bloomberg). * Research & Writing: Excellent research and writing skills. * Market Knowledge: Deep understanding of financial markets, investment principles, and various sectors. * Attention to Detail: High level of attention to detail and accuracy. * Interpersonal Skills: Strong interpersonal and relationship-building skills. In essence, this role requires a highly skilled and experienced investment professional with a strong track record of success in stock selection and portfolio management. The individual must be a strong communicator, a team player, and possess a deep understanding of the investment landscape. No KPO/BPO research analysts, Indian equity stock picking experienced candidates required. Show more Show less
Job Role Assisting in conducting research in various tax & regulatory aspects in relation to the client. Assisting in coordinating & facilitating with various external experts on aspects relating to tax, regulatory, immigration & citizenship planning etc. Assisting in preparation of presentations post understanding the facts of the case of each of the clients, scope of work required to be undertaken. Assisting in coordinating & facilitating with the various internal teams such as tax, legal & compliance to seek appropriate views for the client. Assisting in tracking each of the activities pertaining to each of the clients in an efficient manner and seeking solutions to the same in timely manner. Assisting in the onboarding as per the internal processes for each of the clients and building new client relationships by doing time to time follow ups with the RMs. Assisting in on-boarding new experts / consultants in India as well as globally and coordination for seeking appropriate approvals for empaneling them with the Internal committee. Assisting in resolving various tax queries raised by the RMs and Investment advisors on various taxation aspects from time to time. Conducting training sessions for advisors and addressing client specific queries of advisors from time to time. Assisting in analysis of the Budgets, notifications / circulars issued by income tax and various related tax amendments during the year. Assisted in conducted All India RM calls to update them on the changes as part of the above. Liaisioning and coordinating with various consulting firms and internal tax team to understand the nuances and positions adopted. Job Requirements CA with 4-5 yrs experience. Others can apply subject to higher experience. Background in Transaction Tax, International Tax & M&A would be an added advantage. Solution oriented with strong communication skills. Temperament to work in teams. Ability to interact and co-ordinate with multiple stakeholders including other businesses, teams and individuals within the organization across levels. Preferably have experience and knowledge of dealing with clients and interacting with them efficiently. Local candidates preferred (ref:iimjobs.com)
Position: The candidate in this role will oversee the development and execution of strategies to enhance investor satisfaction, loyalty, and retention at KAAML. The role requires leadership in managing client relationships, improving service delivery, and aligning customer relations strategies with the company’s business objectives. Key Responsibilities: Strategic Leadership: Develop and implement customer relationship management (CRM) strategies tailored for KAAML Align customer relations initiatives with overall business goals and market demands. Monitor industry trends and competitor activities to ensure a competitive edge. Customer Experience Management: Oversee the design and delivery of a superior customer experience across all touchpoints. Act as a customer advocate to ensure their voice is represented in strategic decisions. Team Leadership and Development: Build and lead a high-performing customer relations team. Provide training, coaching, and mentorship to team members. Foster a culture of customer-centricity and continuous improvement. Relationship Management: Build and maintain relationships with high-value clients and key stakeholders. Resolve escalated issues and implement measures to prevent recurrence. Actively seek customer feedback and incorporate insights into operational improvements. Data-Driven Decision Making: Analyze customer data to identify trends, challenges, and opportunities. Utilize CRM tools and technologies to enhance relationship management and reporting. Set and monitor KPIs related to customer satisfaction, retention, and service efficiency. Compliance and Risk Management: Ensure all customer interactions adhere to regulatory standards and company policies. Qualifications: Master’s degree in Business Administration Minimum of 10-12 years of experience in customer relations or client-facing roles in the financial sector. Proven track record in leadership, strategic planning, and customer-focused initiatives. Skills and Competencies: Exceptional communication and interpersonal skills. Strong analytical and problem-solving abilities. Proficiency in CRM platforms and data analysis tools. Leadership and team management capabilities. Customer-centric mindset with a focus on innovation and excellence.
Company Description Kotak Alternate Asset Managers Limited, part of the Kotak Mahindra Group, focuses on alternate assets management and investment advisory businesses. Along with investment Advisory, in 2019 with change in SEBI regulations, family office was adopted as services incidental and ancillary to investment Advisory to assist large HNI and UHNI families as part of the Kotak Private Banking practice. Kotak Private (earlier known as Kotak Wealth Management) is one of the largest wealth managers in India managing close to 58% of India’s Forbes List. Role Description This is a full-time on-site client facing role for a Family Office professional at Kotak Alternate Asset Managers Limited, located in Mumbai. The Family Office professional will be responsible for handling tax and regulatory matters, inbound and outbound structuring, deal and pre-IPO related matters, mergers & acquisitions tax and international taxation. The candidate will work closely with the team to support the day-to-day activities and ensure efficiency and productivity within the office. Client facing role – to explain the family office proposition to new / existing clients • Assisting in tracking each of the activities pertaining to each of the clients in an efficient manner and seeking solutions to the same in timely manner • Wealth assistance to PAN India team - Assisting in resolving various tax queries raised by the RMs and Investment advisors on various taxation aspects from time to time • Assisting in coordinating & facilitating with the various internal teams such as tax, legal & compliance to seek appropriate views for the client • Assisting in conducting research in various tax & regulatory aspects in relation to the client • Assisting in coordinating & facilitating with various external experts on aspects relating to tax, regulatory, immigration & citizenship planning etc. • Assisting in preparation of presentations post understanding the facts of the case of each of the clients, scope of work required to be undertaken • Assisting in the onboarding internal processes for each of the clients and building new client relationships by doing time to time follow ups with the RMs • Conducting training sessions for advisors and addressing client specific queries of advisors from time to time • Assisting in analysis of the Budgets, notifications / circulars issued by income tax and various related tax amendments during the year • Conducting All India RM calls to update them on the changes as part of the above. • Co-ordinating with various consulting firms and internal tax team to understand the nuances and positions adopted CA with 10 to 15yrs experience. Others can apply subject to higher experience • Background in Transaction Tax, International Tax & M&A would be an added advantage • Solution oriented with strong communication skills & strong inter-personal skills • Temperament to work in teams • Ability to interact and co-ordinate with multiple stakeholders including other businesses, teams and individuals within the organization across levels • Preferably have experience and knowledge of dealing with clients and interacting with them efficiently
Kotak Alternate Asset Managers Limited – Advisory Division Brief Background:- Kotak Group has been a pioneer in offering market leading solutions in the investment advisory space. Advisory and asset allocation was introduced by Kotak Mahindra Bank Limited in 2008, to meet the customised needs of Wealth Management clients. After March 2019, these services are being offered by Kotak Alternate Asset Managers Limited (KAAML). As a SEBI registered investment advisor, KAAML prides itself on providing advice that is tailored to meet the needs of investors, and revolves around financial planning and asset allocation. Open Position – Advisory Operation –Team Member Co-ordination for Advisory Account Opening - Wealth Customers. Assisting the Investment Advisors to executing the recommended trade/transactions. Monitoring end to end Transaction execution for Advisory Customers - MF, Equity, PMS, AIF and Debt Funds. Co-ordinating with various stakeholders- Clients, Relationship Managers, Service Manager, BSE and Management for Advisory Accounts related aspects. Daily transaction feed upload for transactions done on day earlier into Wealth Spectrum system for Advisory Customer. Ensuing 100% reconciliation of data in with sources. Maintenance of Customer related Masters. Maintenance of Financial records of the advised portfolio of the customers. Running End of Day and Beginning of Day process to ensure customer portfolio is available for customers. Sending monthly MIS to customers. Raising of Advisory Fee Invoices. Following up with the customers and relationship Manager to ensure collection of fees. Maintaining client interaction and resolving queries. Assisting in preparation of Business related dashboards.
Position: The candidate in this role will oversee the development and execution of strategies to enhance investor satisfaction, loyalty, and retention at KAAML. The role requires leadership in managing client relationships, improving service delivery, and aligning customer relations strategies with the company’s business objectives. Key Responsibilities: Strategic Leadership: Develop and implement customer relationship management (CRM) strategies tailored for KAAML Align customer relations initiatives with overall business goals and market demands. Monitor industry trends and competitor activities to ensure a competitive edge. Customer Experience Management: Oversee the design and delivery of a superior customer experience across all touchpoints. Act as a customer advocate to ensure their voice is represented in strategic decisions. Team Leadership and Development: Build and lead a high-performing customer relations team. Provide training, coaching, and mentorship to team members. Foster a culture of customer-centricity and continuous improvement. Relationship Management: Build and maintain relationships with high-value clients and key stakeholders. Resolve escalated issues and implement measures to prevent recurrence. Actively seek customer feedback and incorporate insights into operational improvements. Data-Driven Decision Making: Analyze customer data to identify trends, challenges, and opportunities. Utilize CRM tools and technologies to enhance relationship management and reporting. Set and monitor KPIs related to customer satisfaction, retention, and service efficiency. Compliance and Risk Management: Ensure all customer interactions adhere to regulatory standards and company policies. Qualifications: Master’s degree in Business Administration Minimum of 10-12 years of experience in customer relations or client-facing roles in the financial sector. Proven track record in leadership, strategic planning, and customer-focused initiatives. Skills and Competencies: Exceptional communication and interpersonal skills. Strong analytical and problem-solving abilities. Proficiency in CRM platforms and data analysis tools. Leadership and team management capabilities. Customer-centric mindset with a focus on innovation and excellence.
About the Company - Kotak Group has been a pioneer in offering market leading solutions in the Investment Advisory and Alternate Investment Fund (“AIF”). As a SEBI registered entity, KAAML prides itself on providing tailored solution to meet the needs of investors and revolves around financial planning and asset allocation. About the Role - This role involves key responsibilities related to accounting and financial management within the organization. Responsibilities : Monthly accrual of the fees for the clients Raising Fee Invoices and sharing the information with the KAAML Central Accounting Team for GST payment. Following up clients/teams and vendors and tracking the payments. Raising E-Invoices per the deadline. Performing TDS reconciliation. Co-ordinating with various stakeholders- Clients, Relationship Managers, Service Manager, BSE and Management for Accounts related aspects. Co-ordination for TB recon with Custody / Fund Accountant / RTA / Broker for accounting. Prepare and submit SEBI report in the required format for AIF. Calculation of Quarterly Advance tax. Yearly returns of the respective scheme preparations, checking and filing. Assisting in conducting Internal and Stat audits. Exp: 10 - 12 years
About the Company - Kotak Group has been a pioneer in offering market leading solutions in the Investment Advisory and Alternate Investment Fund (AIF). As a SEBI registered entity, KAAML prides itself on providing tailored solution to meet the needs of investors and revolves around financial planning and asset allocation. About the Role - This role involves key responsibilities related to accounting and financial management within the organization. Responsibilities : Monthly accrual of the fees for the clients Raising Fee Invoices and sharing the information with the KAAML Central Accounting Team for GST payment. Following up clients/teams and vendors and tracking the payments. Raising E-Invoices per the deadline. Performing TDS reconciliation. Co-ordinating with various stakeholders- Clients, Relationship Managers, Service Manager, BSE and Management for Accounts related aspects. Co-ordination for TB recon with Custody / Fund Accountant / RTA / Broker for accounting. Prepare and submit SEBI report in the required format for AIF. Calculation of Quarterly Advance tax. Yearly returns of the respective scheme preparations, checking and filing. Assisting in conducting Internal and Stat audits. Exp: 10 - 12 years Show more Show less