Investment Specialist (Financing) (Bengaluru)

Investment Specialist (Financing) (Bengaluru)

13 Nov
|
Time Hack Consulting
|
Bengaluru

13 Nov

Time Hack Consulting

Bengaluru

A fast-growing wealth-tech platform based in Bengaluru, enabling investors, wealth advisors and financial distributors to access and manage a wide range of investment products through technology-driven solutions. The platform offers products across mutual funds, equities, fixed income, PMS and AIFs, along with digital tools for portfolio management, client engagement and investment tracking.
The company is building a technology-led ecosystem that simplifies the wealth management journey and helps financial professionals deliver more personalised investment solutions at scale.
The role requires a solid understanding of PMS, AIF and GIFT City investment products, market trends and investment strategies. The candidate will be responsible for driving awareness and adoption of these products by enabling partners,



supporting client interactions, and creating product communication that helps grow the business. Participate in client meetings to explain product strategies and address investment-related queries.
Ability to simplify complex investment concepts for partners and clients.
Self-driven with a keen interest in investment products and markets.
2–3 years of experience in Wealth Management, Asset Management, PMS, AIF, Investment Advisory or Capital Markets.
MBA or Bachelor's degree in Finance, Commerce, Economics or related fields.
NISM certifications will be an added advantage.

📌 Investment Specialist (Financing) (Bengaluru)
🏢 Time Hack Consulting
📍 Bengaluru

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