Portfolio Strategist

2 weeks ago

Pushkar, Rajasthan, India beBeeWealth Full time ₹ 15,00,000 - ₹ 25,00,000
Wealth Management Opportunity

About Us:

We reimagine wealth management for India's emerging affluent, making sophisticated investing strategies more accessible, transparent and aligned with individual financial goals.

Our team has deep experience across finance, product and technology. We're backed by world-class investors.

With over 1 lakh clients trusting us with ₹100+ crores in assets, we've established trust in India's next generation of investors.

About the Role:

This is a smart, driven Wealth Manager position that 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).

You will serve as the primary point of contact for prospects, understanding their profile, explaining our advisory model and onboard them into Stack's personalised stock portfolios.

The ideal candidate will have 2+ years of experience in sales or advisory roles in financial services, strong academic background, exceptional communication skills and deep knowledge of financial markets.

Key Responsibilities:

  • Be the first point of contact for prospects—understand their profile, explain our advisory model, and onboard them into our personal 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 our core investment philosophy.

Requirements:

  • Proven track record of success in sales or advisory roles in financial services
  • Strong academic background
  • Excellent communication and interpersonal skills
  • Deep knowledge of financial markets, MFs, stocks and investment strategies
  • Sales ownership and relationship-building instincts
  • Able to explain complex investment methodology to clients in simple terms

Benefits:

You will work with a fast-moving startup, 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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