Wealth Development Specialist

3 days ago

Davangere, Karnataka, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,00,00,000
Job Description

About us:

We're a fintech startup with a mission to transform wealth management for India's affluent class.

Our goal is to make sophisticated investment strategies more accessible and transparent, aligned with individual financial goals.

We have over 1 lakh clients who have entrusted us with ₹100+ crores in assets.

The Role:

  1. Be the primary point of contact for prospects—understand their profile, explain our advisory model, and onboard them into personalized stock portfolios.
  2. Manage your sales pipeline like a professional. Follow up, close deals, hit acquisition targets.
  3. Run quarterly video reviews with each client—break down portfolio performance, compare it to benchmarks, answer queries, build trust.
  4. Keep communication flowing—emails, calls, nudges, updates—ensure clients always feel informed and taken care of.
  5. Spot opportunities to grow each portfolio—cross-sell PMS, upsell allocations, deepen wallet share.
  6. Dive into client portfolios and suggest smart improvements, all in line with our core investment philosophy.
Required Skills and Qualifications
  • 2+ years of experience in sales or advisory roles in financial services
  • Strong academic background
  • Exceptional communication skills—clear, confident, and convincing
  • Deep knowledge of financial markets, MFs, stocks, and investment strategies
  • High sales ownership and strong relationship-building instincts
  • Ability to explain complex investment methodology to clients in simple terms
Benefits

Be part of a fast-moving startup working with passionate folks who genuinely care about building something valuable. If you love sales, markets, and helping people grow their wealth—you'll love it here.

Rethink how India invests and join us on this exciting journey.

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