Personalized Wealth Growth Expert

2 weeks ago

Kolkata, West Bengal, India beBeeWealth Full time ₹ 1,20,00,000 - ₹ 2,00,00,000
Transforming Wealth Management for India's Emerging Affluent

We reimagine wealth management by making sophisticated investing strategies more accessible, transparent, and aligned with individual financial goals.

Our team has deep experience across finance, product, and technology. We've gained the trust of over 100k clients who've entrusted us with ₹100+ crores in assets.

About the Role:
  • You'll be our smart, driven Wealth Manager who thrives on building relationships and closing deals. You'll be the face of our personalized wealth management platform, helping clients make smarter investment decisions while growing their wealth.
  • Be the first point of contact for prospects—understand their profile, explain our advisory model, and onboard them into our personalized 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.
Key Skills and Qualifications:
  • At least 2 years of experience in sales or advisory roles in financial services (banks, AMCs, wealth firms, etc.)
  • Strong academic background
  • 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
  • Ability to explain complex investment methodology to clients in simple terms

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