Financial Services Specialist

14 hours ago

Tirupati, Andhra Pradesh, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,20,00,000
Wealth Management Role

At our fintech startup, we're reimagining wealth management for India's emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with individual financial goals.

We're backed by world-class investors and have deep experience across finance, product, and technology. Our team is passionate about building something valuable, and you'll be part of it.

About the Job

We're looking for a driven Wealth Manager 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:
  • Be 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.
Requirements:
  • 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
Why This Opportunity?

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 this opportunity.

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