Investment Associate

0 - 1 years

1 - 3 Lacs

bengaluru

Posted:1 day ago| Platform: Naukri logo

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Skills Required

technical / service sales sales retail sales b2c sales business development

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

  • Engage with potential retail 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 to support outreach efforts
  • Build trust and relationships with early-stage retail investors

Preferred candidate profile

  • A background in finance, commerce, economics, or related fields (Bachelors degree or pursuing final year)
  • Excellent verbal and written communication
  • Confidence in explaining financial concepts in a simple way
  • A learning mindset with high accountability
  • Comfort in a fast-paced, startup-like environment
  • Freshers preferred

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