Expert Portfolio Strategist

21 hours ago

Nashik, Maharashtra, India beBeePortfolio Full time ₹ 60,00,000 - ₹ 1,20,00,000
Transforming Wealth Management for India's Emerging Affluent

We're a fintech startup on a mission to reimagine wealth management for India's emerging affluent. 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.

Founded by a team with deep experience across finance, product, and technology, we're backed by world-class investors including Y Combinator and Harvard Management Company.

About the Role:

As an Expert Portfolio Strategist, you'll be the face of our personalized wealth management platform—helping clients make smarter investment decisions while growing their wealth (and ours).

  • Be the first point of contact for prospects—understand their profile, explain our advisory model, and onboard them into Stack's personalized stock portfolios.
  • Manage your sales pipeline like a pro. Follow up, close deals, hit your acquisition targets.
  • Run quarterly video reviews with each client—break down portfolio performance, compare it to benchmarks, answer queries, build trust.
  • Keep the communication flowing—emails, calls, nudges, updates—ensure clients always feel informed and taken care of.
  • Spot opportunities to grow each portfolio—cross-sell PMS, upsell allocations, deepen wallet share.
  • Dive into client portfolios and suggest smart improvements, all in line with Stack's core investment philosophy.
Key Qualifications:
  • 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
Benefits of the Role:

You'll have the opportunity to work with a talented team and contribute to shaping the future of wealth management.

What You'll Need to Succeed:

This role requires a unique blend of technical expertise, business acumen, and interpersonal skills. If you're passionate about helping others achieve their financial goals, this could be the perfect fit for you.

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