Senior Manager - Client Servicing & Operations

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