Family Office Solutions - Sales | Mumbai

Job Description for Family Office – Sales

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 role for a Family Office professional at Kotak Alternate Asset Managers Limited, located in Mumbai office. 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.

Detailed Job Description is as follows:

• Assisting in conversion of family office mandates PAN India and handling the servicing of the mandated clients PAN India (including travel)
• Conducting client meetings PAN India for the purpose of client servicing and providing wealth assistance to clients on various matters
• 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 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 empanelling them with the Committee internally
• 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

Qualifications

• CA with atleast 15 to 17 years plus of experience in tax and regulatory matters
• Strong Communication skills
• Ability to corelate laws and regulations to best suite client specific needs
• Exceptional Customer Service abilities
• Proficient in internal and external stakeholder coordination
• Excellent organizational and multitasking abilities

Skills Required
International Taxation, Client Servicing