Financial Relationship Builder

2 weeks ago

Bengaluru, Karnataka, India beBeeInvestor Full time ₹ 30,00,000 - ₹ 50,00,000
Unlocking Financial Opportunities

About Us:

We're a fintech startup revolutionizing wealth management in India. We believe that sophisticated investing strategies should be accessible to everyone, not just the privileged few.

Our team has extensive experience across finance, product, and technology, backed by world-class investors. We've built trust with over 1 lakh clients, who have entrusted us with ₹100+ crores in assets.

We're not bound by conventional wisdom - we're pioneers creating new paths. If you're passionate about transforming how Indians build wealth, you're in the right place.

About the Role:

Our ideal candidate is a seasoned Wealth Manager who excels at building relationships and closing deals. You'll be the face of our personalized wealth management platform, helping clients make informed investment decisions while growing their wealth.

If you excel at fostering trust, explaining markets in simple terms, and delivering results, you'll thrive here.

Key Responsibilities:

  1. Develop a deep understanding of client profiles and onboard them into our personalized stock portfolios.
  2. Manage your sales pipeline efficiently, following up on leads and closing deals to meet acquisition targets.
  3. Conduct quarterly video reviews with each client, analyzing portfolio performance and answering queries.
  4. Maintain open communication channels - emails, calls, updates - ensuring clients feel informed and supported.
  5. Identify opportunities to grow each portfolio through cross-selling, upselling, and deepening wallet share.
  6. Analyze client portfolios and provide insightful suggestions for improvement, aligned with our core investment philosophy.

Requirements:

  1. 2+ years of experience in sales or advisory roles within financial services (banks, AMCs, wealth firms).
  2. Strong academic background.
  3. Exceptional communication skills - clear, confident, and persuasive.
  4. Thorough knowledge of financial markets, MFs, stocks, and investment strategies.
  5. High sales ownership and strong relationship-building instincts.
  6. Ability to explain complex investment methodologies in simple terms.

Why Join Us:

At our organization, we're rethinking the future of Indian investments. As a member of our fast-paced startup, you'll collaborate with passionate individuals dedicated to creating value. If you're driven by sales, markets, and the desire to help people grow their wealth, this is the perfect fit.

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