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Investment Sales Specialist

2 weeks ago

Bengaluru, Karnataka, India Accred Alts Full time

Job Description: Investment Sales Associate

Location:
Bengaluru

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.

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 on 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
  • Ability to explain financial concepts in a simple, clear manner
  • A learning mindset with high accountability
  • Comfort working in a fast-paced, startup environment
  • Freshers welcome

What You'll Gain

  • 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

Interested?

Let's build something that lasts — together.