We help global Indian families in managing their taxes and finances. Our clients include some of the most iconic executives of India Inc., highly accomplished entrepreneurs, and internationally acclaimed celebrities.
We are looking for Investment Specialists to help our clients select right investment opportunities.
Who you are:
- You have experience in distribution of investment products, especially to HNIs and UHNIs. Should have relevant NISM certifications.
- You understand various types of investment products in detail.
- You are NOT a stock/derivatives trader.
- You have an aptitude for investments and finance. You can be an MBA or a CFA. Or neither. Your skills and attitude matter a lot more than your qualifications.
- Excellent articulation and collaboration skills as the role involves working with multiple Relationship Managers and other teams within the organization.
The role offers an prospect to work with diverse high net worth clients across geographies and an immense opportunity to learn and grow.
Remuneration shall not be a constraint for the shortlisted candidates.
This is on site job in Kalyani Nagar, Pune. There is a possibility to later move to a hybrid mode.
📌 Investments Specialist (Pune)
🏢 Billion BaseCamp
📍 Pune
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