Investment Sales Specialist

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,...

Job DescriptionWork Level: IndividualCore: AdaptableLeadership: Team AlignmentIndustry Type: Asset ManagementFinancial ServicesFunction: Investment AdvisorKey Skills: Mutual Fund,Wealth,Investment Advisor,Investment Counseller,Investment SpecialistEducation: PG/ MasterNote: This is a requirement for one of the Workassist Hiring Partner.Primary...

As part of the Investment Sales team, you will be responsible for pitching our real estate projects to HNWIs, UHNIs, family offices, NRIs, institutional investors, and other high-capacity clients who are capable of making significant upfront investments. Unlike traditional sales focused on end-users, this role requires an investment-oriented consultative...

Job Description- Manage and grow banking and investment relationships with high-net-worth (HNI) clients, focusing on both liabilities and investment products.- Identify new and existing client relationships with potential for incremental business growth.- Meet sales targets across liabilities, retail assets, forex, cards, and fee-based investment offerings.-...

Job Description- Manage and grow banking and investment relationships with high-net-worth clients, focusing on both liabilities and investment products.- Identify new and existing client relationships with potential for incremental business growth.- Meet sales targets across liabilities, retail assets, forex, cards, and fee-based investment offerings.-...

Key Investment Sales Role\We are seeking a highly motivated and experienced sales professional to drive investment growth through high net worth individual, institutional investor, and other key client relationships.\Key Responsibilities:\\Identify and develop strong business partnerships with HNI/NRI clients.\Pitch and present investment opportunities...

Contribute to achieving financial targets and business composition goals of theorganization.Achieve ROI that surpasses the benchmark index for the portfolio, while managingacceptable risk levels.Guide Wealth Managers on the latest products to enhance their sales pitches.Actively engage in internal discussions to collaboratively develop house views across...

Job DescriptionFirm / Opportunity Overview:Stronghold Investment Management ('Stronghold,' 'SIM,' or 'the Firm') is a technology-driven, vertically integrated investment manager focused on real-assets and related private markets. Stronghold seeks to deliver best-in-class risk-adjusted returns through an investment framework that features comparatively rapid...

Job DescriptionAbout the Role:This is a senior client-facing role within the Investments team, responsible for delivering consistently excellent outcomes to clients across various investment services.Key Responsibilities:Provide expert knowledge on specific products and services to customers and colleagues, including features, functionalities, benefits,...

Who we are looking for:We are seeking a Fixed Income Portfolio Strategy Analyst to join the Fixed Income Portfolio Strategist and Specialists Team in Bangalore. The Fixed Income Client Portfolio Managers (CPMs) and Specialists team has a deep expertise and understanding of fixed income markets and investment strategies, primarily working with institutional...