Portfolio Growth Specialist

2 days ago

Bellary, Karnataka, India beBeeInvestment Full time ₹ 80,00,000 - ₹ 1,50,00,000
Job Opportunity

We are seeking a skilled Wealth Manager to join our team. This is a fantastic opportunity for someone with a passion for sales and advisory roles in financial services.

The successful candidate will be responsible for establishing strong relationships with clients, managing the sales pipeline, conducting quarterly reviews, and maintaining open communication channels. They will also identify opportunities to grow each portfolio through cross-selling, upselling, and deepening wallet share.

To be considered for this role, you must have at least 2 years of experience in sales or advisory roles in financial services. You should also possess exceptional communication skills, a strong academic background, and knowledge of financial markets, MFs, stocks, and investment strategies.

  1. Establish Relationships with new and existing clients to understand their financial goals and develop personalized investment plans.
  2. Manage Sales Pipeline effectively by identifying and pursuing new business opportunities, closing deals, and meeting acquisition targets.
  3. Conduct Quarterly Reviews with clients to discuss portfolio performance, provide actionable insights, and make recommendations for future growth.
  4. Maintain Open Communication channels with clients through regular emails, calls, and updates to ensure they stay informed about their investments.

This is an exciting opportunity to join a fast-moving startup that's rethinking how India invests. As a Wealth Manager, you will work with passionate colleagues who genuinely care about building something valuable. If you love sales, markets, and helping people grow their wealth, this could be your ideal role.

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