Investment Product Specialist
24 hours ago
About the role: We are seeking an Investment Products Specialist to drive our product offerings. The ideal candidate will have a deep understanding of investment products, market trends, and regulatory requirements in India. The role involves curating and managing investment solutions tailored to ultra-high-net-worth individuals (UHNWIs) and institutions. Roles & Responsibility: - Investment Product Management: Curate and manage a suite of investment products, including mutual funds, PMSes, AIFs, bonds, structured products, and alternative investments. - Rigorous Analysis: Shortlist product ideas based on deep analysis with end-to-end responsibility for taking approval and execution in an Investment Committee framework. - Client Portfolios: Build portfolios for existing & prospective clients using tools & databases; Preparation of client portfolio proposals & pitch presentations, assist in client portfolio monitoring & rebalancing - Stakeholder Management: Collaborate with internal stakeholders, including relationship managers and compliance, to ensure seamless product implementation. - Regulatory Compliance: Ensure investment products adhere to SEBI and other regulatory guidelines. - Sales Enablement: Train relationship managers and advisors on product features, benefits, and positioning. - Client Engagement: Participate in client discussions, provide product insights, and help drive investment allocations. - Performance Monitoring: Track and evaluate the performance of investment products and suggest refinements. Your key qualifications & competencies: - MBA/CA/CFA or equivalent qualification in Finance, Economics, or a related field. - 2-4 years of experience in investment product management within a wealth management, asset management, or private banking setup. - Strong understanding of Indian financial markets. - Knowledge of SEBI regulations and compliance requirements. - Strong ability to analyze investment opportunities and risks. Excellent communication and presentation skills.
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Investment Product Specialist
4 days ago
Mumbai, India Klay Full timeAbout the role:We are seeking an Investment Products Specialist to drive our product offerings. The ideal candidate will have a deep understanding of investment products, market trends, and regulatory requirements in India. The role involves curating and managing investment solutions tailored to ultra-high-net-worth individuals (UHNWIs) and...
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Investment Product Specialist
3 days ago
Mumbai, India Klay Full timeAbout the role:We are seeking an Investment Products Specialist to drive our product offerings. The ideal candidate will have a deep understanding of investment products, market trends, and regulatory requirements in India. The role involves curating and managing investment solutions tailored to ultra-high-net-worth individuals (UHNWIs) and...
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Investment Product Specialist
3 days ago
Mumbai, India Klay Full timeAbout the role:We are seeking an Investment Products Specialist to drive our product offerings. The ideal candidate will have a deep understanding of investment products, market trends, and regulatory requirements in India. The role involves curating and managing investment solutions tailored to ultra-high-net-worth individuals (UHNWIs) and...
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Investment Product Specialist
2 days ago
Mumbai, India Klay Full timeAbout the role: We are seeking an Investment Products Specialist to drive our product offerings. The ideal candidate will have a deep understanding of investment products, market trends, and regulatory requirements in India. The role involves curating and managing investment solutions tailored to ultra-high-net-worth individuals (UHNWIs) and...
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Investment Product Specialist
1 day ago
mumbai, India Klay Full timeAbout the role:We are seeking an Investment Products Specialist to drive our product offerings. The ideal candidate will have a deep understanding of investment products, market trends, and regulatory requirements in India. The role involves curating and managing investment solutions tailored to ultra-high-net-worth individuals (UHNWIs) and...
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Investment Product Specialist
3 days ago
Mumbai, India Klay Full timeAbout the role: We are seeking an Investment Products Specialist to drive our product offerings. The ideal candidate will have a deep understanding of investment products, market trends, and regulatory requirements in India. The role involves curating and managing investment solutions tailored to ultra-high-net-worth individuals (UHNWIs) and institutions....
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Investment Product Specialist
3 days ago
mumbai, India Klay Full timeAbout the role: We are seeking an Investment Products Specialist to drive our product offerings. The ideal candidate will have a deep understanding of investment products, market trends, and regulatory requirements in India. The role involves curating and managing investment solutions tailored to ultra-high-net-worth individuals (UHNWIs) and institutions....
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Investment Product Specialist
3 days ago
Mumbai, India Klay Full timeAbout the role: We are seeking an Investment Products Specialist to drive our product offerings. The ideal candidate will have a deep understanding of investment products, market trends, and regulatory requirements in India. The role involves curating and managing investment solutions tailored to ultra-high-net-worth individuals (UHNWIs) and institutions....
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Investment Product Specialist
23 hours ago
mumbai, India Klay Full timeAbout the role:We are seeking an Investment Products Specialist to drive our product offerings. The ideal candidate will have a deep understanding of investment products, market trends, and regulatory requirements in India. The role involves curating and managing investment solutions tailored to ultra-high-net-worth individuals (UHNWIs) and...
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Investment Product Specialist
5 days ago
Mumbai Metropolitan Region, India Klay Full timeAbout the role:We are seeking an Investment Products Specialist to drive our product offerings. The ideal candidate will have a deep understanding of investment products, market trends, and regulatory requirements in India. The role involves curating and managing investment solutions tailored to ultra-high-net-worth individuals (UHNWIs) and...
