Expert Financial Advisor

1 week ago

Gulbarga, Karnataka, India beBeeWealth Full time ₹ 80,00,000 - ₹ 1,50,00,000

About Us:

We are a fintech startup with a mission to revolutionize wealth management for India's emerging affluent.

Our goal is to make sophisticated investing strategies more accessible, transparent, and aligned with individual financial goals.

We're not following the playbook - we're writing a new one. If you're excited about transforming how Indians build wealth, you're in the right place.

About the Role:

We're looking for a smart, driven Wealth Management Professional who thrives on building relationships and closing deals.

You'll be the face of our personalised wealth management platform - helping clients make smarter investment decisions while growing their wealth.

The ideal candidate will be great at building trust, explaining markets in plain English, and following through till the deal is done.

Key Responsibilities:

  1. Understand client profiles, explain our advisory model, and onboard them into Stack's personalised stock portfolios.
  2. Manage sales pipeline like a pro, follow up, close deals, hit acquisition targets.
  3. Run quarterly video reviews with each client - break down portfolio performance, compare it to benchmarks, answer queries, build trust.
  4. Keep communication flowing - emails, calls, nudges, updates - ensure clients always feel informed and taken care of.
  5. Spot opportunities to grow each portfolio - cross-sell PMS, upsell allocations, deepen wallet share.
  6. Dive into client portfolios and suggest smart improvements, all in line with Stack's 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.

Why Join Us:

We're rethinking how India invests. 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.

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