Internship - Client Relationship Management Department at Kriti Capital & Investments Ltd
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Kriti Capital & Investments Ltd is seeking applications for a three-month internship in client relationship management. Responsibilities include client acquisition through presentations and visits, assisting with account opening documentation, managing existing portfolios, and internal and external communication. Applicants should have a Master's degree preferably in business, marketing experience, strong relationship and communication skills, and the ability to travel. The internship offers hands-on experience in client management and portfolio services.
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Internship - Client Relationship Management Department at Kriti Capital & Investments Ltd
- 1. Kriti Capital & Investments Ltd, Kathmandu, Nepal Tel: 01-4276786, 01-4281776, Web: www.kriticapital.com.np Kriti Capital & Investments Ltd. is seeking application from committed candidates for three month internship program. Application screening shall be strictly based on the stipulated criteria. Only shortlisted candidates will be called for the written exam/interview. ROLE AND RESPONSIBILITIES Client Acquisition: o Promote Portfolio Management Services (PMS) through efficient channels for client acquisition including presentations and visits to potential clients to explain our service as well as understand their needs Documentation: o Upon client acquisition, prepare necessary documents for the service o Facilitate account opening for the client at broker, depository participant and bank o Proper safeguarding of client’s documents Streamline Existing Portfolios: o Ensure collection of uncollected bonus shares and cash dividend for existing portfolio, i.e. PMS accounts opened by depositing shares rather than cash o Ensure dematerialization of physical shares for existing portfolio o Ensure deposit of initial investment o In case of Death Name Transfers (DNT) of shares from Client’s deceased family member to client’s name, facilitate the overall process and keep track of it until the completion Internal Communication: o Communicate of client acquisition, account openings, portfolio status ( in case of streamline process) to the various departments within Kriti Capital o Forward the documents to concerned departments Title: Intern – Client Relationship Management (CRM) Department Location: JDA Building, Bagdurbar, Kathmandu Type: Internship Openings Two Company Name: Kriti Capital & Investments Ltd. Send Email To : [email protected] Subject Line of Email : “Internship: CRM” Attachments Required Curriculum Vitae (CV) and Cover Letter ABOUT KRITI CAPITAL: Kriti Capital & Investments Ltd. is a public limited company established by a group of professionals who have realized the need and understood the benefits of institutionalizing investment banking services in Nepal. Established with the motto of ‘creating growth opportunities’, Kriti Capital and Investments Limited aims to provide an efficient and effective medium for capital mobilization to earn superior return on capital.
- 2. Kriti Capital & Investments Ltd, Kathmandu, Nepal Tel: 01-4276786, 01-4281776, Web: www.kriticapital.com.np External Communication: o Communication with client upon query to advise them, give market updates as well as fund addition and withdrawal o Yearly visit to clients for one-year performance report submission o Visits to client for other required cases Marketing Activities QUALIFICATIONS AND EDUCATION REQUIREMENTS Master’s degree in Business Administration, Commerce, Management, or similar field; Concentration (Major / Minor) in Marketing preferred Work Experience of similar kind is preferable Automobile ( scooter, motor bike or car) with license PREFERRED SKILLS Strong relationship building and negotiations skills Exceptional written and verbal communication skills Ready to travel attitude Diligent in planning, tracking, documentation and management Self-motivated with ability to collaborate with other departments and work under limited guidance Proactive and ability to think out of the box Team player