Financial Wealth Strategist

4 days ago

Rajkot, Gujarat, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 20,00,000
About UsWe're rethinking how India invests. At our fintech startup, we're on a mission to make sophisticated investing strategies more accessible, transparent, and aligned with individual financial goals.With a strong academic background and 2+ years of experience in sales or advisory roles in financial services, you'll be the face of our personalised wealth management platform—helping clients make smarter investment decisions while growing their wealth (and ours).Key Responsibilities:
  1. Build trust with prospects by understanding their profile and explaining our advisory model.
  2. Manage your sales pipeline like a pro, following up and closing deals, and hitting acquisition targets.
  3. Run quarterly video reviews with each client, breaking down portfolio performance, comparing it to benchmarks, answering queries, and building trust.
  4. Keep the communication flowing through emails, calls, nudges, updates, ensuring clients always feel informed and taken care of.
  5. Spot opportunities to grow each portfolio by cross-selling PMS, upselling allocations, and deepening wallet share.
  6. Dive into client portfolios and suggest smart improvements, all in line with our core investment philosophy.
What We're Looking For:
  • A results-driven sales professional with a strong academic background and 2+ years of experience in sales or advisory roles in financial services.
  • 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.
  • The ability to explain complex investment methodology to clients in simple terms.
Why Join Us?

You'll 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.

  • Global Wealth Strategist

    1 day ago

    Rajkot, Gujarat, India beBeeWealth Full time ₹ 1,80,00,000 - ₹ 2,50,00,000

    Unlock Global Wealth OpportunitiesWe are seeking a seasoned Director - Wealth to lead our wealth management division, driving the development and expansion of our global investment solutions. This role requires a deep understanding of portfolio management, regulatory compliance, and investment advisory, as well as strong leadership skills to manage a team of...

  • Strategic Wealth Advisor

    1 week ago

    Rajkot, Gujarat, India beBeeFinance Full time ₹ 20,00,000 - ₹ 25,00,000

    Job TitlePrivate Wealth ManagerJob DescriptionThis is a full-time on-site role for a Private Wealth Manager. The Private Wealth Manager will be responsible for understanding and addressing clients' financial needs and goals, developing personalized wealth management strategies, and providing guidance on investment solutions.Daily tasks include financial...

  • Elite Financial Strategist

    21 hours ago

    Rajkot, Gujarat, India beBeeWealth Full time ₹ 15,00,000 - ₹ 28,00,000

    Private Wealth Manager Job DescriptionAt our esteemed organization, we are seeking an exceptional Private Wealth Manager to join our team.The successful candidate will be responsible for establishing and maintaining strong relationships with high-net-worth individuals to comprehend their financial objectives and aspirations.He/She will provide personalized...

  • Wealth Management Intern

    1 week ago

    Rajkot, Gujarat, India beBeeCareer Full time ₹ 6,00,000 - ₹ 12,00,000

    Client Service SpecialistJob Summary:Frontier Wealth is offering a paid internship opportunity for a motivated and detail-oriented Client Service Associate to join our team in Chennai. This on-site internship provides hands-on experience in client servicing and wealth management, with a strong possibility of a full-time role based on performance.Key...

  • Personal Wealth Manager

    1 day ago

    Rajkot, Gujarat, India beBeePrivateBanking Full time ₹ 30,00,000 - ₹ 50,00,000

    About the RoleWe are seeking a skilled Private Banker to join our team. This individual will be responsible for managing day-to-day financial planning, investment management, and asset allocation tasks.Key ResponsibilitiesWorking closely with clients to understand their financial goals and providing tailored adviceEnsuring the effective management of client...

  • Chief Financial Strategist

    5 days ago

    Rajkot, Gujarat, India beBeeStrategist Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Job Title: Chief Financial StrategistThis is a senior-level position that requires a detail-oriented and strategic financial professional to lead our finance team.The ideal candidate will play a key part in supporting decision-making across the business through financial analysis, forecasting, and performance reporting.This person will report directly to the...

  • Strategic Wealth Advisor

    5 hours ago

    Rajkot, Gujarat, India beBeeWealth Full time ₹ 1,79,40,000 - ₹ 2,19,90,000

    As a Strategic Wealth Advisor, you will focus on cultivating and maintaining strong relationships with high-net-worth clients. Your primary objective is to comprehend their financial goals and risk tolerance in order to provide customized investment solutions.Main ResponsibilitiesDevelop and maintain a portfolio of high-net-worth clients through regular...

  • Senior Wealth Management Professional

    5 hours ago

    Rajkot, Gujarat, India beBeeWealth Full time ₹ 17,00,000 - ₹ 28,00,000

    Affluent Wealth Relationship ManagerAs a senior wealth management professional, you will be responsible for managing a portfolio of high net worth individuals and businesses. This role offers an opportunity to build strong relationships with clients, understand their financial needs, and provide tailored solutions.The ideal candidate will have excellent...

  • Financial Strategist

    1 week ago

    Rajkot, Gujarat, India beBeeFinancial Full time ₹ 10,00,000 - ₹ 25,00,000

    Job TitleWe are seeking a Financial Strategist to drive business growth through interdepartmental coordination, financial analysis, and strategic insights.The ideal candidate will have expertise in Financial Planning, Business Analysis, and Operational Efficiency, with a proven track record in driving efficiency and accuracy.Interdepartmental...

  • Senior Financial Strategist

    1 week ago

    Rajkot, Gujarat, India beBeeStrategist Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Job Description">">We are seeking a Financial Strategist to drive profitable growth across the region. This role involves partnering with Sales, Delivery, and Corporate Finance teams to deliver financial leadership.">The successful candidate will oversee pricing for complex deals (T&M, Fixed Price, Managed Services), ensuring optimal sizing, compliance, and...