Financial Growth Specialist

2 weeks ago

Nagpur, Maharashtra, India beBeeWealth Full time ₹ 25,00,000 - ₹ 50,00,000
About Our Opportunity:

We're seeking a skilled and driven Wealth Manager who excels at building strong relationships and delivering results.

As our key professional in wealth management, you'll be responsible for helping clients make informed investment decisions and achieve their financial goals.

Key Responsibilities:
  1. Act as the primary point of contact for prospects, understanding their needs, explaining our advisory services, and onboarding them into personalized investment portfolios.
  2. Effectively manage your sales pipeline, following up with leads, closing deals, and meeting your targets.
  3. Conduct regular reviews with each client, analyzing portfolio performance, comparing it to industry benchmarks, addressing queries, and fostering trust.
  4. Maintain open communication with clients via email, phone calls, updates, and other means, ensuring they feel informed and supported.
  5. Identify opportunities to grow each portfolio, cross-selling services, upselling investments, and expanding wallet share.
  6. Delve into client portfolios and provide expert advice on optimizing investments aligned with our core philosophy.
Requirements:
  • At least 2 years of experience in sales or advisory roles within financial services.
  • Strong academic background.
  • Exceptional communication skills – clear, confident, and persuasive.
  • In-depth knowledge of financial markets, mutual funds, stocks, and investment strategies.
  • High level of sales ownership and strong relationship-building abilities.
  • Ability to explain complex investment concepts in simple terms.

You'll be part of a dynamic team working together to redefine how people invest. If you have a passion for sales, finance, and helping individuals achieve their wealth goals, this could be the perfect fit for you.

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