Kristal.AI - Sales Role - Family Office

Sales, Family Office

Designation : Sales, Family Office

Years of experience : 4-6 years

Location : India

- Kristal.AI is a global, digital-first private wealth platform providing comprehensive wealth management solutions for the entire spectrum of investors 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 are also backed by a leading VC in India - Chiratae Ventures (formerly IDG Ventures).

- We offer our team-members strong prospects for learning, growth and career development while offering a culture of camaraderie and ownership. The role lies within the Digital Family Office team where we try to offer our Clients value additive services. For further information visit us at www.kristal.ai.

- You will be a part of the Digital Family Office & Fund Solutions team. The team is responsible for prospecting and building long term relationships with family offices and high net-worth clients, maintaining and developing cross divisional relationships and delivering products, services and solutions to our clients.

Key responsibilities would include :

- Ability to identify potential family office clients in Asia, within the Kristal ecosystem and externally;

- Ability to lead early stage cross product conversations with clients/ family offices;

- Assist in forging new family office partnerships externally and maintaining them;

- Overcome operational bottlenecks to ensure a flawless client experience;

- Proactive in keeping abreast with current fund industry issues and developments.

Skills we are looking for :

- Good grasp on the Asia Pacific financial markets, products and regulatory environment

- Good understanding of fund structures across various jurisdictions

- Good connections within the Asian family office industry

- Highly flexible and adaptable to change

- Ability to work in an unstructured environment

- Familiar with Microsoft excel, powerpoint, bloomberg

- Hardworking, enthusiastic, detail-oriented, eager to learn