Financial Strategist

4 days ago

Allahabad, Uttar Pradesh, India beBeeWealth Full time ₹ 7,50,000 - ₹ 15,00,000

About Stack Wealth, we are a fintech startup with a mission to reimagine wealth management for India's emerging affluent. We believe the private wealth experience shouldn't be limited and are building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with individual financial goals.

We have deep experience across finance, product, and technology, and are backed by world-class investors. With over 1 lakh clients trusting us with ₹100+ crores in assets, we're building trust in India's next generation of investors.

We are looking for a smart, driven Wealth Manager who thrives on building relationships and closing deals. You'll be the face of our personalised wealth management platform—helping clients make smarter investment decisions while growing their wealth.

Key responsibilities include being the first point of contact for prospects, understanding their profile, explaining our advisory model, and onboard them into Stack's personalised stock portfolios.

You will also manage your sales pipeline like a pro, follow up, close deals, hit your acquisition targets, run quarterly video reviews with each client, keep communication flowing, spot opportunities to grow each portfolio, dive into client portfolios and suggest smart improvements.

This is an excellent opportunity to join a fast-moving startup, working with passionate folks who genuinely care about building something valuable.

Job requirements include 2+ years of experience in sales or advisory roles in financial services, strong academic background, exceptional communication skills, deep knowledge of financial markets, MFs, stocks, and investment strategies, high sales ownership and strong relationship-building instincts.

We offer a unique chance to be part of a team that is rethinking how India invests. If you love sales, markets, and helping people grow their wealth—you'll love it here.

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