Website:
Job details:
Company Description
Share Saathi is a tech-driven platform leveraging AI to provide access to Pre-IPO and unlisted shares. With a mission to make early-stage equity opportunities transparent and user-friendly, Share Saathi empowers investors to explore emerging investment options before companies go public. The platform simplifies the process of discovering, analyzing, and investing in unlisted shares. Share Saathi believes in shaping the future of investing by granting early access to promising equity opportunities.
Role Description
This is a full-time, on-site role based in Bengaluru for a Private Investment Consultant. As a Private Investment Consultant, you will engage with clients to provide expert guidance on investment strategies and financial planning. Your key responsibilities will include analyzing investment opportunities, recommending unlisted and Pre-IPO shares, and addressing client inquiries to deliver exceptional customer service. Collaboration with cross-functional teams to support client goals and foster sustainable financial growth is also part of the role.
Qualifications
- Expertise in Financial Planning and Finance to help clients make informed decisions.
- Comprehensive understanding of Investments and Investment Strategies to assess and recommend opportunities.
- Strong Customer Service skills to manage client relationships effectively.
- Bachelor’s degree in Finance, Economics, or a related field, with relevant certifications (e.g., CFA, CFP) being a plus.
- Proven ability to communicate complex financial concepts in a clear and concise manner.
- Proficiency in financial analysis tools and technology platform literacy.
- Prior experience in private investments, wealth management, or related fields is advantageous.
Click on Apply to know more.