Wealth Strategist

We are redefining the way Indians build wealth. Our mission is to make sophisticated investing strategies more accessible, transparent and aligned with individual financial goals.

Our team has a deep understanding of finance, product and technology, and we are backed by world-class investors. Since our inception, over 100 thousand clients have trusted us with ₹100+ crores in assets.

Don't follow the playbook; write your own. If you're excited about transforming how Indians build wealth, this could be the opportunity for you.

Job Overview:

Be the face of our personalised wealth management platform—helping clients make smarter investment decisions while growing their wealth (and ours).

Responsibilities:

• Act as the first point of contact for prospects—understand their profile, explain our advisory model, and onboard them into our personalised 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:

1. 2+ years of experience in sales or advisory roles in financial services
2. Strong academic background
3. Exceptional communication skills—clear, confident, and convincing
4. Deep knowledge of financial markets, MFs, stocks, and investment strategies
5. High sales ownership and strong relationship-building instincts
6. Ability to explain complex investment methodology to clients in simple terms