Financial Services Professional

2 days ago

Varanasi, Uttar Pradesh, India beBeeWealth Full time ₹ 15,00,000 - ₹ 24,00,000
Wealth Management Opportunity

We're a fintech firm on a mission to reimagine wealth management in India's emerging affluent market. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with individual financial goals.

Our Mission

We're not here to follow traditional playbooks—we're here to create new ones. If you're passionate about transforming how Indians build wealth, this is the opportunity for you.

About the Role

We're looking for a 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 (and ours).

Your Responsibilities
  1. You'll be the first point of contact for prospects—understanding their profile, explaining our advisory model, and onboarding them into Stack's personalised stock portfolios.
  2. You'll manage your sales pipeline like a pro, following up, closing deals, and hitting your acquisition targets.
  3. You'll conduct quarterly video reviews with each client—breaking down portfolio performance, comparing it to benchmarks, answering queries, and building trust.
  4. You'll maintain open communication channels—emails, calls, nudges, updates—to ensure clients always feel informed and taken care of.
  5. You'll identify opportunities to grow each portfolio—cross-selling PMS, upselling allocations, and deepening wallet share.
  6. You'll dive into client portfolios and suggest smart improvements, all in line with our core investment philosophy.
Requirements
  • At least 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.
  • The ability to explain complex investment methodology to clients in simple terms.
Benefits

You'll be part of a fast-moving startup, working with passionate individuals who genuinely care about building something valuable. This is a chance to reimagine how India invests and make a real impact.

Why Join Us

This isn't just a job—it's a career-defining opportunity. If you love sales, markets, and helping people grow their wealth—you'll thrive here.

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