Kristal.AI - Investment Advisor

Job Profile - Financial Products Team

About Kristal.AI Funds Platform

Kristal.AI Funds is a technology enabled wealth management platform providing access to all type of financial products from Stock & Bonds to Structured Notes and Hedge Funds. All these products are screened and researched by our Financial Products Team. Some go through additional detailed analysis based on client requirements and/or are raised to the Investment Committee to become Focus List products.

Visit - https://kristal.ai/funds/explore/- ; https://kristal.ai/products/?tag=FUND

We are looking for a strong analytical candidate to join our team for the following activities.

Key responsibilities- :

Financial products platform:

- Determine the right financial products for Kristal- through market research of investment trends and getting feedback from customers/ sales/CP teams and evaluating competitor offerings

- Address partner/client queries on existing portfolio investments and create portfolios in sync with the client/CP requirements.

- Act as the internal repository of product knowledge. Creating & update product notes/ marketing collateral and respond to queries on product details.

- Regular review & monitoring of onboarded products/ Monitoring of performance of existing portfolios.

- Work with the business development teams, technology & operations to improve the overall product offering/ process flow for seamless delivery.

Other Activities:

- Co-ordinate with operations for investments, confirmations and reporting.

- Marketing (webinars/ seminars and other events) with sales/ marketing teams

- Help with business planning and budgeting

- Participate in other special projects, technology, and strategic initiatives led by the Financial - products/advisory team

- Other company related tasks to enhance the overall value of the platform

Key skills we are looking for- :

1. Interested in Financial markets, Investing & technology.

2. Prior experience of 2-5 years in a Fund, Financial Institution or Wealth Manager is preferred

3. Excellent English writing & presentation skills

4. Strong attention to detail and deliver work that is of a high standard.

5. Strong analytical skills and is comfortable dealing with numerical data.

6. Team player who can manage multiple stakeholders.

Remuneration and job profile will be in line with relevant experience and skills.