Senior Associate – Premium Investment Sales

2 weeks ago


New Delhi, India Valarr.io Full time

Relationship Manager – B2C Investor Sales (HNI & UHNI)Location: ChennaiExperience: 3+ YearAboutRole Overview:We are seeking an experienced B2C Investor Sales professional to drive both acquisition andconversion of HNI & UHNI retail investors. The role involves:Engaging with qualified investor leads generated by our internal team and converting theminto active investors.Proactively acquiring new HNI & UHNI clients through networking, referrals, and personaloutreach.You will play a key role in building retail investor base while ensuring high conversionrates and strong client relationships.Key Responsibilities- Engage with qualified HNI & UHNI investor leads from our internal team and convert theminto active investors.- Independently source and acquire new investors via personal networks, referrals, and marketoutreach.- Build and maintain strong, trust-based relationships to drive repeat investments. - Present and pitch BetterInvest's investment offerings in a clear, compelling manner. - Manage the complete sales cycle from initial contact to deal closure. - Meet and exceed monthly/quarterly targets for both acquisition and conversions. - Work closely with marketing for lead generation campaigns and with operations for smooth - onboarding.What We're Looking For- 2–4 years in B2C investment sales, wealth management, or private banking. - Proven track record in both lead conversion and client acquisition. - Strong interpersonal, negotiation, and closing skills. - Existing HNI & UHNI investor network is a plus.Bachelor's degree in Finance, Business, or related field (MBA preferred).



  • Delhi, India Valarr.io Full time

    Relationship Manager – B2C Investor Sales (HNI & UHNI)Location: ChennaiExperience: 3+ YearAboutRole Overview:We are seeking an experienced B2C Investor Sales professional to drive both acquisition andconversion of HNI & UHNI retail investors. The role involves:Engaging with qualified investor leads generated by our internal team and converting theminto...


  • New Delhi, India SKS Enterpprises - Human Resource Planning and Management Full time

    Investment Associate Experience - 5 + yrs Job Location - Gift city, GandhinagarAn early-stage venture capital firm, We are seeking a Senior Analyst to support our portfolio management and investment team. In this role, you will play a key part in tracking the progress and performance of our portfolio companies, providing financial analysis, and producing...


  • New Delhi, India Accred Alts Full time

    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...


  • New Delhi, India Accred Alts Full time

    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...

  • Investment Manager

    2 days ago


    New Delhi, India Square Yards Full time

    Job Description – Real Estate Sales Manager / Investment ManagerDepartment:Sales / Investment Advisory Location:Andheri (Mumbai) Experience: ·Relationship Manager (RM): 1–5 Years ·Sales Leader: 4–8 Years (Minimum 2 years team handling)About the Role We are looking for high-performing Real Estate Sales Managers / Investment Managerswho can drive...


  • New Delhi, India Indium Capital Advisors Full time

    Indium Capital - Investment Banking Sr Associate/Associate - CA/MBA IIM/ISM/FMS/MDI (2-5 years)Indium Capitalis a Bangalore based Investment Bank operating since May 2014. We focus on Healthcare and Digital/Technology sectors with typical deal sizes of ~$25-500Mn. We have worked extensively withmarquee clientson deals across healthcare, consumer,...


  • New Delhi, India Indium Capital Advisors Full time

    Indium Capital - Investment Banking Sr Associate/Associate - CA/MBA IIM/ISM/FMS/MDI (2-5 years)Indium Capitalis a Bangalore based Investment Bank operating since May 2014. We focus on Healthcare and Digital/Technology sectors with typical deal sizes of ~$25-500Mn. We have worked extensively withmarquee clientson deals across healthcare, consumer,...


  • New Delhi, India Qode Full time

    To apply: Review the JD Below, and if interested, submit your application here:➡️Role Overview:The Senior Investment Reporting Associate will take ownership of client investment reporting, dashboards, and portfolio performance analytics, ensuring high quality, accuracy, and timely delivery. Beyond execution, this role will lead process improvements and...


  • New Delhi, India Qode Full time

    To apply: Review the JD Below, and if interested, submit your application here:https://www.qodeinvest.com/careersRole Overview:The Senior Investment Reporting Associate will take ownership of client investment reporting, dashboards, and portfolio performance analytics, ensuring high quality, accuracy, and timely delivery. Beyond execution, this role will...


  • New Delhi, India Solidarity Investment Managers Full time

    Job descriptionSenior investment professional role with a Buy side firm based out of MumbaiCompany Description We are a boutique independent, partner-centric long term-oriented Investment Management firm managing around ~1,700 Cr in AUM with a focus on investing in the Indian public Equities. Our investment approach prioritizes resilience over speed and we...