Kriti Capital: Client Relationship Officer--Job Vacancy

1. Kriti Capital & Investments Ltd, Kathmandu, Nepal
Tel: 01-4266325, Web: www.kriticapital.com.np
Kriti Capital & Investments Ltd. is seeking application from committed candidates for the
designated positions. Application screening shall be strictly based on the stipulated criteria.
Only shortlisted candidates will be called for the written exam/interview.
JOB DESCRIPTION
ROLE AND RESPONSIBILITIES
 Client Acquisition:
o Promote PMS Service 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
Job Title: Client Relationship Officer
Location: JDA Building, Bagdurbar, Kathmandu
Position Type: Management Trainee / Associate
Company Name: Kriti Capital & Investments Ltd.
Send Email To : info@kriticapital.com.np
Subject Line of Email : “Job Application: CRO”
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: 01-4266325 Web: www.kriticapital.com.np
 Collaboration with Trading & Research Department:
o Collaborate with Trading & Research Team member to communicate client requests, risk
appetite as well as help the member to formulate portfolio strategy for the concerned clients.
o Regular meeting with Trading & Research team member to assess the portfolios and analyze
further strategies.
o Support Trading & Research team to deliver superior returns to the clients.
 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
QUALIFICATIONS AND EDUCATION REQUIREMENTS
 Master’s degree in Business Administration, Commerce, Management, or similar field;
 Concentration (Major / Minor) in Marketing preferred with general knowledge of finance
 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