Financial Success Specialist

2 days ago

Solapur, Maharashtra, India beBeeWealth Full time ₹ 15,00,000 - ₹ 20,00,000
Wealth Manager Opportunity

About Us:

Our mission is to revolutionize wealth management by making sophisticated investment strategies more accessible, transparent, and aligned with individual financial goals.

We're a team of experienced professionals with a passion for helping people grow their wealth. Our platform provides a personalized experience for clients, enabling them to make informed investment decisions.

We're looking for a skilled Wealth Manager who can build strong relationships with clients, explain complex investment concepts in simple terms, and deliver exceptional results.

About the Role:

As a Wealth Manager, you'll be responsible for:

  1. Onboarding new clients into our platform and explaining our advisory model.
  2. Managing your sales pipeline, following up with clients, and closing deals.
  3. Running quarterly video reviews with clients to discuss portfolio performance, answer questions, and provide guidance.
  4. Maintaining open communication with clients through regular emails, calls, and updates.
  5. Identifying opportunities to grow each client's portfolio, including cross-selling PMS and upselling allocations.
  6. Diving into client portfolios and suggesting smart improvements aligned with our core investment philosophy.

What We're Looking For:

  • 2+ years of experience in sales or advisory roles in financial services.
  • Strong academic background.
  • Exceptional communication skills.
  • Deep knowledge of financial markets, MFs, stocks, and investment strategies.
  • High sales ownership and strong relationship-building instincts.

Why Join Us:

You'll be part of a dynamic team that's rethinking how Indians invest. If you're passionate about sales, markets, and helping people grow their wealth, you'll love it here.

This role offers an exciting opportunity to join a fast-paced startup and contribute to our mission of revolutionizing wealth management.

We're looking for someone who shares our values, is motivated by success, and is committed to delivering exceptional results.

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