
Financial Strategist
4 days ago
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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