Expert Investment Solutions Manager

5 days ago


Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 20,00,000 - ₹ 30,00,000

Klay Capital is seeking a seasoned Investment Product 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 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.

You will be responsible for:

- Holding an MBA/CA/CFA or equivalent qualification in Finance, Economics, or a related field.

- Having 5-7 years of experience in investment product management within a wealth management, asset management, or private banking setup.

- Possessing a strong understanding of Indian financial markets.

- Having knowledge of SEBI regulations and compliance requirements.

- Demonstrating a strong ability to analyze investment opportunities and risks.

- Exhibiting excellent communication and presentation skills.



  • Mumbai, Maharashtra, India Acura solutions Full time

    Job Purpose IDFC FIRST Bank is seeking a highly motivated and experienced Investment Portfolio Counsellor As a leading financial institution we are committed to providing our clients with the best investment solutions and services We are looking for a dynamic individual who is passionate about wealth management and has a strong understanding of the...


  • Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 12,00,000

    Job Title: Wealth Management ProfessionalThe Role:">Develop and execute strategies to acquire and manage high net worth individual (HNI) clients for investment products.Provide expert investment advice, wealth planning, and tailored financial solutions to grow client portfolios.Conduct regular portfolio reviews and risk assessments to ensure optimal...

  • Investment Manager

    5 days ago


    Mumbai, Maharashtra, India Ananta Resource Management Full time

    Key Responsibilities1 Client Engagement Relationship Management - Conduct regular meetings with clients investors developers and stakeholders to discuss investment strategies portfolio updates and performance - Build and maintain strong relationships with clients ensuring continuous engagement a nd satisfaction 2 Investment Due Diligence -...


  • Mumbai, Maharashtra, India beBeeInvestment Full time US$ 1,00,000 - US$ 1,50,000

    Corporate Finance Expert SoughtWe are looking for a seasoned finance professional to drive investment and deal-making efforts globally. This individual will leverage local market insights, build relationships, and execute transactions on our behalf.The successful candidate will be responsible for representing our organization in their home market, utilizing...


  • Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Alternate Investment Management ProfessionalA key role in driving the growth and success of our organization.About the Role:This is a challenging and rewarding position that requires strong business acumen, excellent communication skills, and the ability to work collaboratively with cross-functional teams.Key Responsibilities:Business Development &...


  • Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 20,00,000 - ₹ 25,00,000

    Portfolio ManagerElevate your career in investment management with this exciting opportunity to lead the way in crafting personalized investment strategies for our discerning clients.Key Responsibilities:Deliver exceptional portfolio management services by providing expert advice and guidance on investment choices that align with clients' financial goals and...

  • Investment Analyst

    5 days ago


    Mumbai, Maharashtra, India TVF Capital Full time

    We're hiring: Investment Analyst | Mumbai We are looking for a high-integrity, first-principles thinker to join the team as an Investment Analyst in Mumbai. If you're passionate about business models, equity markets, and long-term investing — and thrive in a collaborative, intellectually rigorous environment — we'd love to hear from you. What we value: ...


  • Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 9,00,000 - ₹ 12,00,000

    Job OpportunityMagadh Capital Advisors LLP is seeking a highly skilled Senior Investment Analyst to join their team in Mumbai.Key Responsibilities:Analyze investment opportunities and conduct equity researchPrepare financial models and present investment recommendationsSupport other analysts and the fund managerThe ideal candidate will have 1-3 years of...


  • Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 1,04,000 - ₹ 1,30,878

    Job DescriptionYou will have a key role in driving the success of our investment strategy.Lead or co-lead external negotiations with investors, companies, suppliers covering all relevant aspects of the transaction (related to the full investment lifecycle; investment, portfolio management, and divestment) and assess investment viability, establish an...


  • Mumbai, Maharashtra, India beBeeWealth Full time ₹ 15,00,000 - ₹ 20,00,000

    We are seeking a highly skilled and experienced wealth management professional to join our organization. The ideal candidate will bring a wealth of experience in the Indian financial services markets, an existing clientele base, and a proven track record of successfully delivering comprehensive wealth management solutions.Key Responsibilities:Identify,...