Strategic Portfolio Advisor

1 day ago

Mount Abu, Rajasthan, India beBeeWealth Full time ₹ 20,00,000 - ₹ 40,00,000
Job Opportunity

At our organization, we are revolutionizing the way people manage their wealth. Our mission is to make sophisticated investment strategies more accessible, transparent, and aligned with individual financial goals.

Our team has deep expertise across finance, product, and technology. We have built trust with a large number of clients who have entrusted us with significant assets.

We're not following a traditional approach – we're writing a new one. If you're passionate about transforming how people build wealth, you'll thrive here.

About the Role:

As a skilled and driven Wealth Manager, you will be the face of our personalized wealth management platform. You will help clients make smarter investment decisions while growing their wealth.

You will excel at building trust, explaining markets in plain English, and closing deals. Your exceptional communication skills and deep knowledge of financial markets will make you a valuable asset to our team.

Responsibilities:

  1. Be the first point of contact for prospects, understand their profile, explain our advisory model, and onboard them into our personalized stock portfolios.
  2. Manage your sales pipeline like a pro, follow up, close deals, and hit your acquisition targets.
  3. Run quarterly video reviews with each client, break down portfolio performance, compare it to benchmarks, answer queries, and build trust.
  4. Keep the communication flowing through emails, calls, nudges, updates, and ensure clients always feel informed and taken care of.
  5. Spot opportunities to grow each portfolio, cross-sell PMS, upsell allocations, and deepen wallet share.
  6. Dive into client portfolios and suggest smart improvements, all in line with our core investment philosophy.

Requirements:

  1. 2+ years of experience in sales or advisory roles in financial services (banks, AMCs, wealth firms, etc.)
  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

Benefits:

Join 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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