Kristal.AI - Manager - Sales/Business Development (0-3 yrs)

Experience: 0 - 3 years

Location: Worli, Mumbai

Qualification: Graduate (mandatory) / post graduate degree (optional) in Finance/Commerce

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 Include:

- Empaneling & Managing Channel Partners viz. Mutual Fund Distributors / Boutique Wealth Management Firms / Ex Private Bankers who have started their own practice, etc.

- Engaging and scaling relationships with wealth managers from assigned Key Institutional Partnerships.

- Promoting the entire suite of offshore investments ideas like ETFs / Stocks / Bonds / Mutual Funds / Institutional Funds / Structured Notes / PE VC Funds / Private Markets through Kristal A.I Platform.

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

- Design, implement and monitor business development strategies to appoint new channel partners and review their progress monthly.

- Provide end to end solutions to family office / institutional / partners' clients with the objective of building and retaining AUM on the platform through the managed channels.

- Organize regular channel partner meets. Working in tandem with product & business lines to deliver assigned business objectives.

- Establishing Kristal.AI as a strong household brand with respect to offshore & international investing.

- Performance assessment KRAs may include gross sales, net sales, newly funded clients, net revenue, etc.

Skills required for this role include:

- Commerce / Finance Graduate degree is a must. Post-Graduation

- Sound knowledge of capital markets and financial products / solutions.

- Must have handled institutional / channel sales in the last 2-3 years of their career in Mumbai.

- Strong business & sales skills.

- Must possess a strong network of IFAs, Channel Partners, Wealth Managers, Private Bankers / -Relationship Managers (RMs) of Institutional Wealth Management or Investment distribution firms across the West India region.

- If NISM XA / XB certification is not already possessed, it has to be mandatorily cleared within 2 months, post joining.

- Good with basic technology and usage of common productivity tools like MS office, Google workspace apps, etc.

Experience required:

- 0 to 3 years business / sales side work-experience in Asset Management Companies, Portfolio Management Companies (PMS), Alternative Investment Funds, Fintech / WealthTech platforms, Private Banks, Wealth Management or Investment Advisory Firms / Financial Advisory Firms.

- Prefer candidates having experience of having worked on international asset classes / securities.