Investment/sales Specialist

6 days ago

Bangalore, India Accred Alts Full time

Investment Sales Associate Location: 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 Associate , and freshers are strongly encouraged to apply . If you're eager to kick-start your career in the alternative investments space, this role offers the perfect runway. 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 experience is required—only a willingness to learn, strong communication skills, and genuine interest in finance. 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 on outreach efforts Build trust and relationships with early-stage retail investors A background in finance, commerce, economics, or related fields (Bachelor’s degree or pursuing final year) Ability to explain financial concepts in a simple, clear manner Hands-on exposure to alternative investing and startup sales A clear pathway to grow into a senior investment advisor role Experience in investor psychology, regulatory compliance, and portfolio design Opportunity to work closely with the founding team and seasoned CFA/finance professionals

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