Unlock Your Financial Future as a Top-Performing Wealth Manager

23 hours ago

Bhavnagar, Gujarat, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

Unlock Your Wealth Potential

As a highly skilled Wealth Manager, you will play a pivotal role in helping clients achieve their financial goals. At our cutting-edge fintech startup, we are dedicated to revolutionizing the wealth management landscape for India's emerging affluent.

Our team is passionate about building a world-class wealth-tech platform that makes sophisticated investing strategies accessible, transparent, and aligned with individual financial objectives. With a strong academic background and exceptional communication skills, you will be responsible for:

  • Building and maintaining relationships with clients, understanding their profiles, and explaining our advisory model.
  • Managing your sales pipeline like a pro, closing deals, and hitting acquisition targets.
  • Providing quarterly video reviews with each client, breaking down portfolio performance, comparing it to benchmarks, answering queries, and building trust.
  • Ensuring seamless communication with clients through emails, calls, nudges, and updates.
  • Identifying opportunities to grow each portfolio by cross-selling PMS, upselling allocations, and deepening wallet share.
  • Diving into client portfolios and suggesting smart improvements, all in line with our core investment philosophy.

What We're Looking For:

  • 2+ years of experience in sales or advisory roles in financial services (banks, AMCs, wealth firms, etc.)
  • 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

Why Join Us:

You will 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.

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