Job Title:

 Investment Product Specialist

Reporting To

Head - Investment Advisory & Portfolio Manager

Department/Group

 Investment

Location

Mumbai

Company

Klay Securities Private Limited

About Klay:

We are a boutique financial services firm providing unbiased expertise, tailored financial solutions and best-in-breed technology to clients around the world. We are seasoned experts across the full suite of wealth management, multi-family office, asset management, corporate advisory services and Lending solutions. Through our open architecture model, we ensure you benefit from the combination of institutional rigour and bespoke solutions. And at Klay, we are proud to be different and we are always in your corner.

To know more - https://klaygroup.com

About the role:

We are seeking an Investment Products Specialist to drive our product offerings. The ideal candidate will have a deep understanding of investment products, market trends, and regulatory requirements in India. The role involves curating and managing investment solutions tailored to ultra-high-net-worth individuals (UHNWIs) and institutions.

Roles & Responsibility:

·       Investment Product Management: Curate and manage a suite of investment products, including mutual funds, PMSes, AIFs, bonds, structured products, and alternative investments.

·       Rigorous Analysis: Shortlist product ideas based on deep analysis with end-to-end responsibility for taking approval and execution in an Investment Committee framework. 

·       Client Portfolios: Build portfolios for existing & prospective clients using tools & databases; Preparation of client portfolio proposals & pitch presentations, assist in client portfolio monitoring & rebalancing

·       Stakeholder Management: Collaborate with internal stakeholders, including relationship managers and compliance, to ensure seamless product implementation.

·       Regulatory Compliance: Ensure investment products adhere to SEBI and other regulatory guidelines.

·       Sales Enablement: Train relationship managers and advisors on product features, benefits, and positioning.

·       Client Engagement: Participate in client discussions, provide product insights, and help drive investment allocations.

·       Performance Monitoring: Track and evaluate the performance of investment products and suggest refinements.

Your key qualifications & competencies:

·       MBA/CA/CFA or equivalent qualification in Finance, Economics, or a related field.

·       5-7 years of experience in investment product management within a wealth management, asset management, or private banking setup.

·       Strong understanding of Indian financial markets.

·       Knowledge of SEBI regulations and compliance requirements.

·       Strong ability to analyze investment opportunities and risks.

·       Excellent communication and presentation skills.