Investment Sales Specialist

11 hours ago

Bengaluru, Karnataka, India Accred Alts Full time ₹ 4,00,000 - ₹ 8,00,000 per year

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.

  • INVESTMENT SPECIALIST

    10 hours ago

    Bengaluru, Karnataka, India Value1 Full time ₹ 6,00,000 - ₹ 18,00,000 per year

    Job Title: Investment Specialist /Sr. Investment Specialist Date:Department: Super Investor Location: Branch / Regional OfficeSub Department Reports to:(Direct)Regional Head /Territory Manager SIGrade:(if applicable) M1 (Functional)People ManagementResponsibility(Y/N) NNumber of DirectReportees: NAPosition PurposeAs an IS / Sr. IS, your primary...

  • Investment Banking Specialist

    2 weeks ago

    Bengaluru, Karnataka, India Singhvi Dev & Unni LLP, Chartered Accountants Full time ₹ 5,00,000 - ₹ 20,00,000 per year

    Company DescriptionSinghvi Dev & Unni LLP (SDU), Chartered Accountants, is a professional services firm established in 1981 and headquartered in Bengaluru, India, with additional offices in Mumbai and Hubbali. Specializing in Advisory, Assurance, and Tax services, SDU serves corporates and high net worth individuals across diverse industries. With over 200...

  • Sales And Marketing Specialist

    2 weeks ago

    Bengaluru, Karnataka, India Analytical Investments Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Company DescriptionAnalytical Investments offers comprehensive solutions in banking, investment, and real estate. We assist clients in obtaining various loans at competitive interest rates, collaborating with over 120 banks. Our services include investment options such as insurance, mutual funds, fixed deposits, and IT return filing. We also provide real...

  • Sales Specialist

    2 weeks ago

    Bengaluru, Karnataka, India 27 Estates Full time ₹ 2,00,000 - ₹ 6,00,000 per year

    Company Description27estates is a real estate company that focuses on buying, building, transacting, occupying, and investing in prime real estate in South India. The company deals with ambitious clients and is seeking individuals who are dedicated to working with such clients.Role DescriptionThis is a full-time on-site role as a Sales Specialist located in...

  • Investment Counsellor

    2 weeks ago

    Bengaluru, Karnataka, India Workassist Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Work Level: IndividualCore: Result Driven, Responsible, NetworkingLeadership: Building Work RelationshipsIndustry Type: Asset ManagementFinancial ServicesFunction: Investment Banking, Private Equity & VC - OtherKey Skills: Investment Advisor,Investment Counseller,Investment Counsellor,Investment Specialist,Private Client Group,Relationship...

  • Investment Analyst-Sales

    6 days ago

    Bengaluru, Karnataka, India Creddinv Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Job description:Investment Analyst-Sales professional on the sell-side plays a critical role in driving revenue for the firm by managing relationships with investors, promoting the firm's investment products, and providing strategic insights. This role requires a mix of sales acumen, financial market expertise, and the ability to deliver tailored solutions...

  • Investment Sales Lead

    2 weeks ago

    Bengaluru, Karnataka, India Accred Alts Full time

    Job Title:Investment Sales Lead Location:Bengaluru (On-Site) Department:Sales & Business DevelopmentAbout Accred AltsAccred Alts is a next-gen Fintech platform operating in the intersection of finance, real estate and tech. We are reimagining how investors access Alternative Investments, and other wealth-building opportunities. We're on a mission to...

  • Sales Specialist

    2 weeks ago

    Bengaluru, Karnataka, India Sales Partners Full time ₹ 2,00,000 - ₹ 6,00,000 per year

    Tired of Low Progression and Capped Potential? | Sales Role | Uncapped Earnings | Full Training | BangaloreEver feel like your hard work goes unnoticed?Like you're stuck in a job with low pay, low growth, and no excitement?It's time to change that.Take control of your career with a role that offers real progression, unlimited earning potential, and personal...

  • Assistant Vice President Responsible Investment Specialist

    1 week ago

    Bengaluru, Karnataka, India HSBC Full time ₹ 12,00,000 - ₹ 24,00,000 per year

    Some careers have more impact than others.If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be.HSBC is one of the largest banking and financial services organisations in the world, with operations in 62 countries and territories. We aim to be where the growth is, enabling businesses to thrive and...

  • Luxury Sales Specialist

    2 weeks ago

    Bengaluru, Karnataka, India 42 Estates Full time

    Position: Sales Manager / Luxury Property Specialist – Premium VillasLocation: Bangalore, WhitefieldCompany: 42 Estates LLPAbout Us:42 Estates is a leading real estate company specializing in premium and luxury properties. With an unwavering commitment to quality and excellence.Role Overview:We are seeking an experienced and dynamic Sales Manager with...