Investment Product Specialist
23 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.
-
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...
-
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...
-
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...
-
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...
-
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...
-
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....
-
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....
-
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....
-
Investment Product Specialist
24 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 institutions....
-
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...
