
Expert Investment Solutions Manager
5 days ago
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.
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