Expert Financial Strategist

1 week ago


Ahmedabad, Gujarat, India beBeeFinancial Full time ₹ 60,00,000 - ₹ 1,50,00,000

Job Role Summary

A key player in our organization, the Wealth Manager drives business growth by partnering with agents. They must be proactive and have a strong network of distributors.

Primary Responsibilities

  • Drive acquisition and activation of new financial advisors, dealers, and banks to boost sales volumes
  • Regularly meet distributors to identify potential high-value opportunities
  • Engage with distributors across various channels to promote different products
  • Share fund updates and product information with partners
  • Maintain collaboration with distributors for marketing activities
  • Conduct distributor engagement programs
  • Circulate promotional materials to distributors on time
  • Coordinate with other stakeholders for seamless business operations

Necessary Competencies

  • In-depth knowledge of Mutual Funds
  • Hold NISM V-A certification (mandatory)
  • Strong Excel skills
  • Positive attitude and strong team culture
  • Ability to travel extensively
  • Proficiency in English and Hindi; additional regional language skills are an asset

Requirements

  • Minimum 3 years of experience in the financial sector

What We Offer

  • Performance-based ESOPs
  • Health insurance
  • Statutory benefits like PF & Gratuity
  • Flexible working structure
  • Professional development opportunities
  • Collaborative and inclusive work environment


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