Expert Portfolio Growth Specialist

6 days ago

Belgaum, Karnataka, India beBeeWealth Full time ₹ 13,69,074 - ₹ 25,59,140

We're seeking a seasoned Wealth Manager to join our dynamic team.

This is an exciting opportunity for a results-driven individual who thrives on building relationships and closing deals.

You'll be the face of our personalized wealth management platform, helping clients make informed investment decisions while growing their wealth.

Your key responsibilities will include:

  • Developing strong relationships with prospects, explaining our advisory model, and onboarding them into our tailored stock portfolios.
  • Managing your sales pipeline effectively, following up on leads, closing deals, and meeting acquisition targets.
  • Conducting quarterly video reviews with clients, analyzing portfolio performance, answering queries, and reinforcing trust.
  • Maintaining open communication channels with clients via emails, calls, and updates, ensuring they feel informed and supported.
  • Identifying opportunities to grow each portfolio through cross-selling, upselling, and deepening wallet share.

To succeed in this role, you'll need:

  • 2+ years of experience in sales or advisory roles within financial services.
  • A strong academic background.
  • Exceptional communication skills, with the ability to explain complex investment strategies in simple terms.
  • In-depth knowledge of financial markets, mutual funds, stocks, and investment strategies.
  • High sales ownership and strong relationship-building instincts.

As a Wealth Manager at our organization, you'll have the chance to work with a passionate team dedicated to reimagining wealth management for India's emerging affluent. You'll be part of a fast-paced startup environment where innovation and growth are encouraged.

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