Kristal.AI - Manager - Financial Products & Advisory

Description.

Kristal. AI is an award-winning digital private wealth platform with operations in Singapore, Hong Kong, India, and UAE.

The platform enables underserved mass affluent investors to access sophisticated investment opportunities, offering personalized portfolio recommendations through an innovative advisory algorithm.

With a diverse team of 100+ professionals and a management team with strong experience from organizations like JP Morgan, Citibank, and IBM Security, Kristal.

AI is backed by Chiratae Ventures, a leading venture capital firm in India.

For more information, visit kristal.ai.

Role Description :

This is a full-time, on-site role located in Mumbai for a Manager in Financial Products and Advisory.

The manager will oversee the development and management of financial products, coordinate with advisory teams, and ensure that product offerings align with client needs and market demands.

Responsibilities include conducting market research, designing investment products, strategizing client engagement, and ensuring compliance with regulatory Strong expertise in portfolio management, investment strategies, and financial markets.

• Excellent analytical and quantitative skills for market research and data interpretation.
• Proven experience in client advisory, relationship management, and financial consulting.
• Experience in developing financial products and working with compliance teams.
• Proficiency in tools such as Excel, financial modeling software, and CRM platforms.
• Bachelor's or Master's degree in Finance, Economics, Business Administration, or a related field.
• Relevant certifications (e.g., CFA, CFP) are an advantage.
• Strong communication and interpersonal skills, with the ability to manage client relationships effectively.

(ref : iimjobs.com)