Financial Growth Specialist

4 days ago

Kannur, Kerala, India beBeeInvestment Full time ₹ 1,00,00,000 - ₹ 1,75,00,000

Job Summary

We are seeking a highly skilled Financial Growth Specialist to join our team. As a key member of our organization, you will play a critical role in driving investor acquisition and building long-term relationships with high net worth individuals, family offices, and professionals.

This is an excellent opportunity for someone passionate about wealth management, alternate investments, and helping clients achieve their financial goals. You will identify, connect, and onboard potential investors, drive sales of curated investment opportunities, and build and maintain strong client relationships.

  • Main Responsibilities:
    • Identify, connect, and onboard potential investors (angels, HNIs, UHNIs, family offices, and professionals) and drive sales of curated investment opportunities in startups, venture funds, and other alternate asset classes.
      • Build and maintain long-term client relationships by understanding their investment goals, risk appetite, and providing tailored solutions.
        • Collaborate with the investment team to present structured investment opportunities and conduct pitches that meet client expectations.
          • Stay up-to-date on industry trends, market analysis, and regulatory changes affecting the startup ecosystem, venture capital, private markets, and alternate investments.

About Us

We offer a dynamic work environment that fosters growth, learning, and teamwork. Our goal is to provide exceptional service to our clients and help them achieve their financial objectives.

Requirements

  • Strong understanding of wealth management, alternate investments, and the startup ecosystem.
  • Excellent communication, interpersonal, and relationship-building skills.
  • Ability to analyze complex financial data and make informed decisions.
  • Proven track record of success in sales, marketing, or a related field.

What We Offer

  • A competitive salary and bonus structure.
  • Ongoing training and professional development opportunities.
  • A dynamic and supportive work environment.
  • The chance to work with a talented team and contribute to our mission.

How to Apply

If you are a motivated and results-driven individual looking for a challenging and rewarding career opportunity, please submit your application.

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