Financial Strategist

4 days ago


Bharatpur, Rajasthan, India beBeeWealthManager Full time ₹ 9,00,000 - ₹ 12,10,000

Transforming Wealth Management for India's Emerging Affluent

About Our Mission:

We're on a mission to reimagine wealth management, making sophisticated investing strategies more accessible, transparent, and aligned with individual financial goals.

Our team has built a wealth-tech platform trusted by over 1 lakh clients with ₹100+ crores in assets.

We're writing a new playbook. If you're excited about transforming how Indians build wealth, you're in the right place.

About the Role:

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

Key Responsibilities:

  • Be the first point of contact for prospects—understand their profile, explain our advisory model, and onboard them into our personalized 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

Join Our Team:

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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