Investment Sales Specialist
6 days ago
Job Description: Investment Sales AssociateLocation: BengaluruType: 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-savvy Investment Sales Associate, and freshers 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 chatsUnderstand and communicate our investment opportunities with clarity and confidenceMaintain CRM records and follow up on leadsCollaborate with the marketing team on outreach effortsBuild 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 communicationAbility to explain financial concepts in a simple, clear mannerA learning mindset with high accountabilityComfort working in a fast-paced, startup environmentFreshers welcomeWhat You’ll GainHands-on exposure to alternative investing and startup salesA clear pathway to grow into a senior investment advisor roleExperience in investor psychology, regulatory compliance, and portfolio designOpportunity to work closely with the founding team and seasoned CFA/finance professionalsInterested?Let’s build something that lasts — together.
-
Investment Specialist
3 weeks ago
Bengaluru, India Workassist Full timePosition: Investment SpecialistFunction: Investment AdvisorIndustry: Financial ServicesEducation: PG/MasterJob Summary:We are seeking an organized and highly responsive Investment Specialist to join our financial services team. The ideal candidate will have a strong background in wealth management and mutual fund sales. This junior leadership role is...
-
Investment Specialist
30 minutes ago
Prestige Meridian, Bengaluru, India Barclays Full time ₹ 12,00,000 - ₹ 36,00,000 per yearJob DescriptionOverall purpose of roleInvestment Specialist at Private Clients India is a senior client-facing role in the business within Investments team. This role entails covering current and prospective investments-led clients, delivering them consistently excellent outcomes on their agreed mandates bringing together...
-
Investment Sales Specialist
4 days ago
Bengaluru, India Accred Alts Full timeJob Description: Investment Sales AssociateLocation: BengaluruType: 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...
-
Investment sales specialist
5 days ago
Bengaluru, India Accred Alts Full timeJob Description: Investment Sales AssociateLocation: BengaluruType: 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...
-
Investment Sales Specialist
6 days ago
Bengaluru, India Accred Alts Full timeJob Description: Investment Sales Associate Location: Bengaluru Type: Full-time (On-Site)About Us Accred 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...
-
Investment Sales Specialist
6 days ago
Bengaluru, India Accred Alts Full timeJob Description: Investment Sales Associate Location: Bengaluru Type: Full-time (On-Site) About Us Accred 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...
-
Investment sales specialist
5 days ago
Bengaluru, India Accred Alts Full timeJob Description: Investment Sales Associate Location: Bengaluru Type: Full-time (On-Site) About Us Accred 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...
-
Investment Sales Specialist
4 days ago
Bengaluru, India Accred Alts Full timeJob Description: Investment Sales Associate Location: Bengaluru Type: Full-time (On-Site)About Us Accred 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...
-
Investment Sales Specialist
6 days ago
Bengaluru, India Accred Alts Full timeJob Description: Investment Sales AssociateLocation: BengaluruType: 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...
-
Investment Sales Specialist
5 days ago
Bengaluru, India Accred Alts Full timeJob Description: Investment Sales AssociateLocation: BengaluruType: 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...
