Financial Strategist

2 weeks ago

Mumbai, Maharashtra, India beBeeWealth Full time ₹ 9,00,000 - ₹ 15,00,000
Transform Wealth Management

About us:

We're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with individual financial goals. Our team believes that the private wealth experience shouldn't be limited to a select few.

Since our inception, we've helped over 1 lakh clients trust us with ₹100+ crores in assets, a testament to the trust we're building in India's next generation of investors.

We're not here to follow the playbook – we're here to write a new one. If you're excited about transforming how Indians build wealth, you'll love working with us.

The Role:

  1. As a Wealth Manager, you'll be the face of our personalised wealth management platform, helping clients make smarter investment decisions while growing their wealth.
  2. You'll manage your sales pipeline like a pro, following up on leads and closing deals to hit your acquisition targets.
  3. Run quarterly video reviews with each client, breaking down portfolio performance, comparing it to benchmarks, answering queries, and building trust.
  4. Keep the communication flowing through regular updates, emails, calls, and nudges to ensure clients always feel informed and taken care of.
  5. Spot opportunities to grow each portfolio by cross-selling PMS, upselling allocations, and deepening wallet share.
  6. Dive into client portfolios and suggest smart improvements, all in line with our core investment philosophy.

What We're Looking For:

  1. 2+ years of experience in sales or advisory roles in financial services.
  2. Strong academic background.
  3. Exceptional communication skills, including clear, confident, and convincing language.
  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 in simple terms.

Why Work With Us:

We're rethinking how India invests. 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 thrive here.

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