Investment Specialist

About the Role

This is a high-impact, outcome-driven role at Raise Financial Services, at the intersection of investment products and capital allocation. 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.

Key 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 a strong focus on trust and conversion quality.

Requirements & Tech Stack

• 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.
• Analytical thinking with the 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.

Qualifications

• Experience in wealth management, PMS/AIF platforms, broking, fintech, or investment advisory roles preferred.
• Be super obsessed about ensuring customer satisfaction.
• Respect your work, your team, your co-workers, and our customers.
• Speed is all that matters. Ship right and ship faster.
• Humility & politeness over arrogance & over-confidence.
• Quality over quantity.
• Make your hands dirty irrespective of who you are.
• Talent and Competency over Credentials.
• Entrepreneurial, ownership-driven, and disciplined.
• Less words, more action.
• Passionate about the business you are a part of.