Investments Specialist

Billion BaseCamp; Pune District; On-site; INR 600,000 - 900,000; Full time

Job summary

Billion BaseCamp in Pune is seeking Investment Specialists to help our clients select the right investment opportunities. This on-site role involves working with diverse high-net-worth clients and collaborating with multiple Relationship Managers and teams.

We value aptitude in investments and finance; MBA or CFA are welcome but not mandatory. The position offers learning and growth in a global Indian client environment with potential to move to a hybrid arrangement later.

Qualifications

• Experience distributing investment products to HNIs/UHNI clients.
• Detailed understanding of various investment products.
• Not a stock/derivatives trader.
• Aptitude for investments and finance; MBA or CFA optional.
• Excellent articulation and collaboration with Relationship Managers.

Responsibilities

• Help clients select suitable investment opportunities across geographies.
• Collaborate with Relationship Managers and internal teams.
• Keep clients informed about investment product options and risks.

Skills

Investment products distribution

HNIs/UHNI experience

Finance aptitude

Articulation & collaboration

Education

NISM certifications

MBA

CFA

Job description

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:

• 1) You have experience in distribution of investment products, especially to HNIs and UHNIs. Should have relevant NISM certifications.
• 2) You understand various types of investment products in detail.
• 3) You are NOT a stock/derivatives trader.
• 4) 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.
• 5) Excellent articulation and collaboration skills as the role involves working with multiple Relationship Managers and other teams within the organization.

The role offers an opportunity 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.