Investment Sales Specialist
3 days ago
Job Description: Investment Sales AssociateLocation:Bengaluru Type:Full-time (On-Site)About UsAccred Alts is a boutique alternative investment platform democratizing access to high-quality and bespoke AIFs, private market deals, and thematic funds through curated, lower-ticket opportunities. With a focus on transparency, investor education, and regulatory alignment, Accred empowers both accredited and emerging investors to explore alternatives beyond traditional assets.Role OverviewWe’re looking for a passionate, finance-savvyInvestment Sales Associate, andfreshers are strongly encouraged to apply. If you're eager to kick-start your career in the alternative investments space, this role offers the perfect runway. You’ll work closely with our growth and capital teams to onboard investors, explain our offerings, and guide them through the investment process. No prior experience is required—only a willingness to learn, strong communication skills, and genuine interest in finance.What You’ll DoEngage with potential investors via calls, emails, and chats Understand and communicate our investment opportunities with clarity and confidence Maintain CRM records and follow up on leads Collaborate with the marketing team on outreach efforts Build trust and relationships with early-stage retail investorsWhat We’re Looking ForA background in finance, commerce, economics, or related fields (Bachelor’s degree or pursuing final year) Excellent verbal and written communication Ability to explain financial concepts in a simple, clear manner A learning mindset with high accountability Comfort working in a fast-paced, startup environment Freshers welcomeWhat You’ll GainHands-on exposure to alternative investing and startup sales A clear pathway to grow into a senior investment advisor role Experience in investor psychology, regulatory compliance, and portfolio design Opportunity to work closely with the founding team and seasoned CFA/finance professionalsInterested?Let’s build something that lasts — together.
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Investment Specialist
1 week ago
New Delhi, India Ans Placements Pvt Ltd Full timeRoles & Responsibilities: Provide expert advice and guidance to clients on investment strategies and portfolio management. Conduct thorough analysis of clients' financial goals, risk tolerance, and investment preferences to develop personalized investment plans. Monitor and review clients' investment portfolios to ensure they are aligned with their goals and...
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Investment Specialist
1 week ago
New Delhi, India Ans Placements Pvt Ltd Full timeRoles & Responsibilities:- Provide expert advice and guidance to clients on investment strategies and portfolio management. - Conduct thorough analysis of clients' financial goals, risk tolerance, and investment preferences to develop personalized investment plans. - Monitor and review clients' investment portfolios to ensure they are aligned with their...
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Investment Specialist
2 days ago
New Delhi, India Waytogo Consultants Full timeRole & Responsibilities: Responsible for Concept Selling across the region, leveraging distributor relationships Responsible for Product Level targets for the Zone for certain specified products across Equity and Debt, create positive environment to drive product specific agenda To conduct Regular Training and Knowledge Sessions for Internal Employees across...
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Senior Process Specialist
1 week ago
New Delhi, India EPIC Investment Partners Full timeEPIC Investment Partners About Us EPIC Investment Partners (“EPIC”) is a global financial services platform with 250 people across four integrated divisions Capital, Markets, Administration and Advisory. EPIC was founded in 2001 by Giles Brand and Hiren Patel, financial services entrepreneurs with backgrounds in private equity. Business building is at...
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Senior Process Specialist
2 weeks ago
New Delhi, India EPIC Investment Partners Full timeEPIC Investment PartnersAbout UsEPIC Investment Partners (“EPIC”) is a global financial services platform with 250 people across four integrated divisions Capital, Markets, Administration and Advisory.EPIC was founded in 2001 by Giles Brand and Hiren Patel, financial services entrepreneurs with backgrounds in private equity. Business building is at the...
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Investment Specialist
1 week ago
New Delhi, India Kotak Mahindra Bank Full timeJob DescriptionPrincipal Responsibilities:- Handle personalized service requests of Affluent (Solitaire) customers and deliver TAT. - Ensure strict adherence to regulatory requirements for Affluent customer segment. - Coordinate with internal teams - CPC/RPC/Investment desks for execution of service requests of Affluent customers. - Manage complaints and...
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Investment Specialist
1 week ago
New Delhi, India Kotak Mahindra Bank Full timeJob Description Principal Responsibilities: Handle personalized service requests of Affluent (Solitaire) customers and deliver TAT. Ensure strict adherence to regulatory requirements for Affluent customer segment. Coordinate with internal teams - CPC/RPC/Investment desks for execution of service requests of Affluent customers. Manage complaints and ensure...
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Investment Specialist
3 weeks ago
New Delhi, India Kotak Mahindra Bank Full timeJob Role:- Ownership of the Investments target of the Branch Banking channel mapped to Increase the Mutual Fund AUM for the mapped Area - Penetration of client base for creating new investors in MF / investments from existing client base - Increase in (investments products) productivity of Phone Banking officers - Acquisitions (NTB) attributed to presence of...
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B2B - Inside Sales Specialist
1 week ago
New Delhi, India Indago Research Full timeCompany Description We are a boutique financial research and investment intelligence firm that works with our clients on exclusive and customized mandates. Our culture is built on hard work, meritocracy, and a relentless commitment to delivering value to our clients. We believe in doing what it takes to meet and exceed expectations; success here means...
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B2B - Inside Sales Specialist
7 days ago
New Delhi, India Indago Research Full timeCompany DescriptionWe are a boutique financial research and investment intelligence firm that works with our clients on exclusive and customized mandates. Our culture is built on hard work, meritocracy, and a relentless commitment to delivering value to our clients. We believe in doing what it takes to meet and exceed expectations; success here means...