Kristal.AI - Financial Solutions Analyst - IIM/CA

Designation : Financial Solutions Analyst

Location : Mumbai, India

Education : Chartered Accountant or Master's degree in relevant disciplines

Experience : Min 2-4 years of experience in either wealth management, or fintech industry with first-hand working experience in product and structuring solutions in a private bank.

About Us :

- Kristal.AI is a global, digital-first private wealth platform providing comprehensive and no-frills wealth management solutions for the entire spectrum ranging from sophisticated high net worth individuals to first-time investors.

- Powered by an unparalleled combination of advanced algorithms and investment professionals, we focus on providing personalized products and unbiased advice. We have the finest minds of the fintech industry as part of our leadership team and have been recognized by several forums to be at the forefront of the fintech industry. We offer our team-members strong prospects for learning, growth and career development while offering a culture of camaraderie and ownership.

Key Responsibilities :

- Provide support to the team by analysing market trends and various business models for implementing new financial products like leverage, insurance, crypto and focus on structured financing solutions against less liquid assets, i.e. Equities, Bonds and Alternative Investments, Structured Products etc.

- Co-ordinate with various service providers and internal teams to ensure smooth functioning of the product line.

- Enhance the existing products for the clients based on feedback received from the sales team.

- Assist with business presentations and marketing collaterals for the various product lines.

- Monitor ongoing transactions and involved in the internal reports.

- Work closely with the VCC and KPM teams in funds structuring and resolving queries pertaining to the transactions.

Skills Required :

- A Chartered Accountant or Master's Degree in finance, business, accounting or related disciplines

- Min 2 to 4 years of experience in in either wealth management, or fintech industry with first-hand working experience in product and structuring solutions in a private bank.

- Possesses good analytical skills and working knowledge of various products like insurance, leverage and related legal/ regulatory requirements.

- Good writing and communication skills

- Strong attention to detail and deliver work that is of high standards