Designation : Financial Products Specialist Location : Bangalore Years of experience : 1 to 3 years 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 on Financial products platform : - Determine the right financial products for Kristal- through market research of investment trends and getting feedback from customers/ sales and evaluating competitor offerings - Responsible for the entire Product Onboarding journey- Broker review, Documentation, Set up of Product details and quality assurance and Handover to Operations - 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 and platform sales. - Work with Technology & Operations to improve the overall product offering/ process flow for smooth accurate delivery. Other Activities : - Co-ordinate with operations for investments, confirmations, reporting, etc. - 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 team - Other company related tasks to enhance the overall value of the platform Key skills we are looking for : Remuneration and job profile will be in line with relevant experience and skills. 1. Interested in Financial markets, Investing & technology. 2. Prior experience of 1-3 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.

Bangalore

Kristal.AI - Specialist - Financial Products 

Job Description for Kristal.AI - Specialist - Financial Products  in Kristal Advisors Pvt Ltd in  Bangalore for (1-3) years of experience. Apply Now!