Investment Strategist

1 day ago


Dindigul, Tamil Nadu, India beBeeInvestment Full time ₹ 1,00,00,000 - ₹ 2,50,00,000
Wealth Management Specialist

Are you passionate about wealth management and alternate investments?

This is a high-impact role for someone who is enthusiastic about India's fast-growing startup ecosystem.

Key Responsibilities:
  • Identify, connect, and onboard potential investors (angels, HNIs, UHNIs, family offices, and professionals).
    • Drive sales of curated investment opportunities in startups, venture funds, and other alternate asset classes.
      • BUILD AND MAINTAIN LONG-TERM CLIENT RELATIONSHIPS BY UNDERSTANDING THEIR INVESTMENT GOALS AND RISK APPETITE.
        • Collaborate with the investment team to present structured opportunities and conduct investor pitches.
          • Stay updated on trends in startups, venture capital, private markets, and alternate investments.

This role requires a strong network of contacts in the HNI, UHNI, and family office space, as well as experience in driving sales and building long-term client relationships.

The ideal candidate will have a deep understanding of India's startup ecosystem and be able to leverage this knowledge to drive business growth.



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