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Investment Sales Specialist

4 weeks ago

Bengaluru, Karnataka, India Accred Alts Full time
Location: Bengaluru
Company: Accred
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 regulatory alignment, Accred empowers both accredited and emerging investors to explore alternatives beyond traditional assets.
Role Overview:
We're looking for a passionate, finance-savvy Investment Sales Specialist who's eager to kick-start their career in the alternative investments space. 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 work experience? That's okay—as long as you're willing to learn, have great communication skills, and love talking finance.
What You'll Do:
Engage 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 to support outreach efforts
Build trust and relationships with early-stage retail investors
What We're Looking For:
A background in finance, commerce, economics, or related fields (Bachelor's degree or pursuing final year)
Excellent verbal and written communication
Confidence in explaining financial concepts in a simple way
A learning mindset with high accountability
Comfort in a fast-paced, startup-like environment
Bonus: You've dabbled in stock markets, crypto, or alts
What You'll Gain:
First-hand experience in alternative investing & startup sales
A clear path to grow into a senior investment advisor role
Exposure to investor psychology, regulatory compliance, and portfolio design
Work closely with the founding team and seasoned CFA/finance professionals