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...

EPIC 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 heart...

Job Title: Investment Compliance SpecialistJob DescriptionThis role is focused on ensuring the accuracy and integrity of investment compliance across various assets.Assess investment policy restrictions and analyze analytics to identify potential breaches.Develop and implement new rules on Aladdin platform to enhance compliance capabilities.Collaborate with...

Forex Investment SpecialistWe are seeking a skilled Forex Investor to enhance our financial performance. The ideal candidate will possess strong skills in risk management and portfolio optimization, excellent Communication and Customer Service abilities, and experience in educating clients about forex investments.Key Responsibilities:Invest in forex markets...

Job Title: Institutional Investment Operations SpecialistDescription:The role of Institutional Investment Operations Specialist is to ensure the smooth execution of investment operations. This involves maintaining knowledge of departmental and industry-specific processes, as well as regulatory requirements.Key Responsibilities:Maintain a deep understanding...