Key responsibilities:

1. Calendar & Schedule Management

• Manage and maintain the Managing Partner's calendar, including scheduling meetings, calls, travel arrangements, and appointments.
• Prioritize and manage conflicting schedules, ensuring all commitments are effectively communicated.

2. Meeting Coordination & Follow-Up

• Prepare agendas, briefing documents, and background research for meetings.
• Attend meetings with or on behalf of the Managing Partner, taking notes and ensuring follow-up on action items.

3. Communication & Correspondence

• Act as the first point of contact for internal and external communication directed to the Founder.
• Draft and respond to emails, calls, and other inquiries with a professional and timely approach.

4. Project Support & Research

• Assist in project management, tracking key deliverables, and ensuring deadlines are met.
• Conduct market research, competitor analysis, and prepare reports on industry trends as requested by the Managing Partner.

5. Travel & Event Planning

• Arrange domestic and international travel, including flights, accommodation, and itineraries.
• Plan and coordinate events such as team meetings, board meetings, and other firm events.

6. Document Preparation & Management

• Prepare documents, presentations, and reports for meetings with internal teams, board members, and external partners.
• Organize and manage files, documents, and data for easy retrieval and confidentiality.

7. Relationship Management

• Maintain and build relationships with key stakeholders, including investors, clients, and partners.
• Represent the Founder professionally in all interactions, maintaining discretion and confidentiality.

8. Social Media Management

• Manage and maintain linkedin and other social media platforms of the organization.
• Respond on priority basis to posts/messages.

9. Administration

• Coordinate HR and Marketing activities within the organizational structure.
• Act as anchor between the management and employees for smooth functioning of the organization.

Skills & Qualifications:

• Education: Bachelor’s degree preferred.
• Experience: 3-5 years as an Executive Assistant, ideally in finance, venture capital, private equity, or a related field.
• Exceptional organizational and time management skills.
• Excellent written and verbal communication abilities.
• Strong research skills, with the ability to synthesize information into concise reports.
• High proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) and G-Suite.
• Personal Attributes: Detail-oriented, proactive, and adaptable.
• Ability to work under pressure and handle multiple priorities in a fast-paced environment.
• High level of integrity, professionalism, and discretion with confidential information.

Location : Delhi

How to Apply:

A competitive salary
Working Days: Mon to Fri (9:30 AM to 6 PM)

Kindly send relevant resumes to anjeet.khandelwal@akcjventures.com

Apply Now

Job Overview:

As a Wealth Advisor, Financial Planner, and Distribution Specialist, you will play a pivotal role in managing client relationships, providing personalized financial planning, and driving the distribution of investment products such as PMS, AIF mutual funds and other alternative financial products. This role requires deep expertise in financial planning, investment advisory, and product distribution to help clients achieve their financial objectives.

Key Responsibilities:

• Client Relationship Management: Establish and nurture strong relationships with clients, understanding their financial goals, risk tolerance, and specific investment needs, including preferences for PMS, AIF mutual funds and other alternative financial products.
• Financial Planning: Develop and implement customized financial plans that include retirement planning, investment strategies, tax planning, estate planning, and risk management.
• Wealth Management: Provide holistic wealth management services, including asset allocation, portfolio management, cash flow analysis, and debt management.
• Investment Advisory: Offer tailored investment advice with a focus on asset allocation, portfolio diversification, and risk management, recommending suitable PMS, AIF mutual funds and other alternative financial products.
• Distribution of PMS and Mutual Funds: Drive the distribution of PMS, AIF mutual funds and other alternative financial products, helping clients select the right products that align with their financial goals and risk profiles.
• Retirement Planning: Design and execute retirement strategies that ensure clients are on track to meet their retirement objectives, including managing income distribution during retirement.
• Tax Planning: Collaborate with tax professionals to create tax-efficient strategies, optimizing after-tax returns and considering the tax implications of PMS, AIF mutual funds and other alternative financial products investments.
• Estate Planning: Assist clients in structuring and executing estate plans that protect their assets, ensure a smooth transfer of wealth, and align with their legacy goals.
• Client Education: Educate clients on financial markets, investment strategies, and the benefits of PMS and mutual funds, empowering them to make informed decisions about their wealth.
• Compliance and Documentation: Ensure all financial plans, investment strategies, and product distribution processes comply with regulatory standards and are accurately documented.
• Business Development: Identify opportunities to expand client relationships, acquire new clients, and grow the firm’s distribution PMS, AIF mutual funds and other alternative financial products through referrals, networking, and targeted marketing efforts.

Qualifications:

• Bachelor’s degree in Finance, Economics, Business, or a related field; CFP (Certified Financial Planner), CFA (Chartered Financial Analyst), or similar certification is highly preferred.
• 5+ years of experience in financial planning, wealth management, investment advisory, and product distribution, specifically in PMS, AIF mutual funds and other alternative financial products.
• Strong understanding of financial planning principles, investment management, tax planning, estate planning, and the distribution of PMS and mutual funds.
• Excellent interpersonal and communication skills, with the ability to clearly explain complex financial concepts and investment products.
• Proven ability to build and manage client relationships, with a focus on delivering high-quality, personalized service.
• High level of integrity, professionalism, and commitment to client confidentiality.
• Proficiency in financial planning software, CRM systems, and Microsoft Office Suite.
• Ability to work independently and collaboratively within a team environment.

Location : Delhi

How to Apply:

A competitive salary
Working Days: Mon to Fri (9:30 AM to 6 PM)

Qualifications: Graduate

Interested candidates should submit their resume and portfolio to hello@akcjcapital.com With Subject title “Wealth Advisor and Financial Planner”.

It is important to provide subject title else your mail may get lost in other mails.

Apply Now