Investment Specialist

Raiseholding; Mumbai; On-site; INR 1,800,000 - 3,000,000; Full time

Job summary

Raise is building a next-generation wealth platform in India. We are seeking Product Specialists / Investment Specialist / Private Banker to engage high-intent investors, explain complex investment structures, and guide capital allocation on the Dhan platform.

You will own the investor journey from inquiry to allocation, collaborate with research and product teams, and help shape investor-facing journeys and product storytelling for better adoption in Mumbai and beyond.

Qualifications

• Strong understanding of investment products across public markets, private markets, AIFs, PMS, and alternative investments.
• Excellent communication and stakeholder management skills, especially with HNIs and CXO level investors.
• CA / MBA / CFA candidates or completed credentials are a plus.

Responsibilities

• Engage directly with inbound, high-intent investors evaluating live opportunities across AIFs, PMS, private market/pre-IPO deals and public market strategies.
• Bridge between investment products and investor capital, answering queries on structure, risk-return, liquidity, timelines, and product nuances.
• Own the end-to-end investor journey from enquiry to allocation, ensuring smooth conversion and closure of investment decisions.
• Drive capital allocation outcomes by resolving investor doubts and removing friction points.
• Collaborate with research, product, and founding teams to strengthen investor engagement and improve conversion.
• Provide feedback on investor objections and journey bottlenecks to shape product storytelling.
• Contribute to investor-facing journeys and product storytelling for better adoption.
• Support last-mile investor engagement activities such as product walkthroughs and sessions.

Skills

Investment products

Public markets

Private markets

HNIs engagement

Communication

Stakeholder management

Ownership mindset

Wealth management

Product knowledge

Education

CA / MBA / CFA

Job description

Raise is built on this core philosophy - we will bring exceptionally great products, awesome user experience and best in class customer service to our users. We have started with our first step by launching Investment & Trading platform – Dhan ( www.dhan.co)

We are building the next-generation wealth platform for India’s emerging affluent and HNIs spanning private markets, public markets, and alternative investments. We curate and structure investment opportunities across AIFs, PMS, stock baskets, and private market deals while helping investors move up the wealth ladder through sharper insights, better products, and thoughtful capital allocation.

We are looking for Product Specialists / Investment Specialist / Private Banker. This is a high-impact, outcome-driven role at the intersection of investment products and capital allocation, where you will engage with high-intent investors, build strong expertise across investment products, and

directly drive capital deployment on the platform.

You will work on real investors and real opportunities, with ownership on execution and outcomes, while also collaborating closely with the founding team to shape how investment products are discovered, understood, and consumed for the next generation of wealth creation in India.

Expected Responsibilities:

• Engage directly with inbound, high-intent investors evaluating live investment opportunities across AIFs, PMS, private market/pre-IPO deals, and public market strategies
• Act as the primary bridge between investment products and investor capital, handling detailed queries on structure, risk-return, liquidity, timelines, and product nuances
• Own the end-to-end investor journey from enquiry to allocation, ensuring smooth conversion and closure of investment decisions
• Drive capital allocation outcomes by actively resolving investor doubts, removing friction points, and enabling decision-making
• Collaborate closely with research, product, and founding teams to strengthen investor engagement and improve conversion efficiency
• Provide structured feedback on investor objections, product positioning gaps, and journey bottlenecks
• Contribute to shaping investor-facing journeys, communication, and product storytelling for better adoption
• Support last-mile investor engagement activities such as product walkthroughs, discussions, and sessions when required
• Ensure a seamless experience from investor interest to execution, with strong focus on trust and conversion quality

Expected Skills:

• Strong understanding of investment products across public markets, private markets, AIFs, PMS, and alternative investments
• Good grasp of financial markets, capital allocation principles, and how investors evaluate opportunities
• Ability to clearly articulate complex financial structures in a simple, investor-friendly manner
• Strong communication and stakeholder management skills, especially with HNIs and CXO level investors
• High ownership mindset with strong execution and follow-through capability
• Experience in wealth management, PMS/AIF platforms, broking, fintech, or investment advisory roles preferred
• Analytical thinking with ability to understand product structures, risk-return trade-offs, and positioning
• Comfortable working in a fast-paced, high-intent, outcome-driven environment
• Strong curiosity about markets and ability to continuously deepen product knowledge
• NISM certification preferred; CA / MBA / CFA (pursuing or completed) is an added advantage

Location:

Goregaon West, Mumbai (Preference will be given to candidates residing in Mumbai’s Western suburbs).

Why Join Raise?

We’re a certified Great Place to Work, and it shows in everything we do - from how we collaborate to how we celebrate wins. Our culture is built on growth, ownership, and mutual respect. At Raise, you’ll find a flat hierarchy, open conversations, and a team that values passion, humility, and speed over titles and bureaucracy.

Our Values & Culture

We look for people who:

• Are obsessed with customer satisfaction.
• Respect their work, teammates, and users.
• Value speed, humility, and thoughtful action.
• Are hands‑on regardless of role or title.
• Embrace ownership, discipline, and an entrepreneurial spirit.
• Believe in less talk, more execution.
• Are passionate about the work they do.

Raise is an equal opportunity employer. We celebrate diversity and are committed to building an inclusive workplace.

About Raise Financial Services

We are building technology led financial products and infrastructure for India’s top 25Mn+ financially aware and literate users. Our product lines span investments, financing, insurance, payments, and wealth services. We will offer consumer products & services that cater to these

users, and will offer the same technology & infrastructure to partners in the startup ecosystem willing to take the experience to everyone in India. Our focus is on 3 core aspects – build great products, deliver awesome experiences and provide exceptional customer services to our users.

Explore more:

Company Website: www.raiseholding.co

Join us on our journey to build Raise!

Required Skills

Wealth Management Communication Skills Fund Management Investment Specialist Wealth Advisor Business Development Portfolio Management Private Banker