Role Overview

We are looking for an Investment Associate to manage investor relationships and engagement for our alternative investment platform.

Key Responsibilities
Explain fractional investments, alternative investments and structured investment opportunities to prospective investors.
Understand investor objectives, investment preferences and requirements.
Handle investor queries and provide clear information on investment opportunities, risks and timelines.
Manage the end-to-end investor journey — lead generation, discussions, onboarding, documentation, investment and ongoing communication.
Build and maintain strong, long-term relationships with investors.
Conduct regular follow-ups and provide updates on portfolio/project progress.
Coordinate with internal teams on documentation, payments, legal, operations and reporting.
Maintain accurate investor records and interactions in the CRM.




Support investor meetings, presentations and webinars.

Ideal Candidate
Experience in investment sales, wealth management, financial services, real estate or client relationship management.
Strong communication and presentation skills.
Ability to explain financial concepts in a easy and credible manner.
Robust relationship-building and follow-up skills.
Interest in alternative investments, fractional investing and structured deals.
Target-oriented, professional and comfortable interacting with high-net-worth and sophisticated investors.

Key Objective: Build investor trust, explain opportunities clearly, convert qualified prospects into investors, and provide skilled end-to-end investor servicing.

📌 Investment Associate Bengaluru (India)
🏢 SmartInvest
📍 India