Wealth Management Professional

2 days ago

Palakkad, Kerala, India beBeeWealthManager Full time ₹ 80,00,000 - ₹ 2,00,00,000

About Our Company:

We are a fintech startup dedicated to revolutionizing wealth management for India's emerging affluent.

Our mission is to make sophisticated investing strategies accessible, transparent, and aligned with individual financial goals.

Founded by experienced professionals, we have built trust with clients who have entrusted us with assets.

We're transforming how Indians build wealth, creating a new standard in the industry.

About the Role:

We're seeking a skilled 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.

The ideal candidate will possess excellent communication skills, knowledge of financial markets, and strong sales instincts.

Key Responsibilities:

  • Manage client relationships, understanding their profiles, and onboarding them into our personalized stock portfolios.
  • Develop and maintain a strong sales pipeline, closing deals, and meeting acquisition targets.
  • Conduct quarterly video reviews with clients, analyzing portfolio performance, and providing guidance.
  • Ensure seamless communication with clients, addressing their queries, and keeping them informed.
  • Identify opportunities to grow each portfolio, cross-selling and upselling services as needed.

Required Skills:

  • 2+ years of experience in sales or advisory roles in financial services.
  • Strong academic background.
  • Exceptional communication and interpersonal skills.
  • In-depth knowledge of financial markets, investment strategies, and products.
  • High sales ownership and relationship-building abilities.

Benefits:

You'll be part of a dynamic team working towards a common goal, with opportunities for growth and development.

A challenging role for those passionate about sales, markets, and helping others achieve financial success.

  • Wealth Management Professional

    14 hours ago

    Palakkad, Kerala, India beBeeWealthManagement Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Job Title: Wealth Management SpecialistWe are seeking a seasoned professional to assume the role of Wealth Management Specialist.The ideal candidate will possess excellent socializing and relation building skills, exceptional communicating and listening skills, and be able to explain complex information in a clear and simplified manner.Key...

  • Senior Wealth Management Professional

    14 hours ago

    Palakkad, Kerala, India beBeeWealthManager Full time ₹ 30,00,000 - ₹ 50,00,000

    Job Description:Wealth Managers play a crucial role in building and maintaining long-term relationships with high-net-worth individuals.They must have a deep understanding of their clients' financial goals, objectives, and risk appetite to provide tailored wealth management solutions.Regular portfolio reviews and performance updates are essential to ensure...

  • Regional Director

    14 hours ago

    Palakkad, Kerala, India beBeeStrategist Full time ₹ 15,83,300 - ₹ 22,49,900

    Regional Leadership RoleThe Regional Head will be responsible for providing strategic leadership to drive the Wealth Management operations forward.Main Responsibilities:Develop and execute a business strategy for Wealth Management to meet key objectivesAnalyze performance metrics, including productivity, and suggest improvementsOversee product development...

  • Financial Services Professional

    2 days ago

    Palakkad, Kerala, India beBeeWealthManagement Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Job Title: Wealth Management Specialist","Job Description: Wealth Management SME Role Overview We are seeking a highly skilled professional to guide the successful implementation of a Digital Wealth platform. The candidate will provide deep domain knowledge in private banking and wealth management, ensuring business requirements are accurately captured,...

  • Financial Professional

    6 days ago

    Palakkad, Kerala, India beBeeWealth Full time ₹ 12,00,000 - ₹ 15,00,000

    Job Role: Relationship Manager - WealthLocation: Chennai, TamilnaduKey Responsibilities:Manage high net worth individuals' accounts.Conduct client profiling to offer debt and equity products.Manage and analyze portfolios for performance.Drive cross-selling and deepen customer relationships.Support business plans in the corporate/HNI space.QualificationsMBA...

  • Financial Relationship Manager

    6 days ago

    Palakkad, Kerala, India beBeeRelationship Full time ₹ 40,00,000 - ₹ 50,00,000

    Private Banking ProfessionalWe are seeking an experienced professional to join our team in Private Banking.This role is instrumental in acquiring High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients and building long-term relationships with the bank.About the RoleThe successful candidate will be responsible for selling investment and insurance...

  • Product Training Specialist

    4 days ago

    Palakkad, Kerala, India beBeeWealth Full time ₹ 25,00,000 - ₹ 35,00,000

    A high-performing Product Training Specialist is sought to train and enable Relationship Managers in wealth management products, solutions, and services.The ideal candidate will deliver comprehensive training sessions on wealth management products, tailored for High Net-Worth Individuals and institutional clients.Key responsibilities include:Delivering...

  • Operational Excellence Manager

    5 days ago

    Palakkad, Kerala, India beBeeOperations Full time US$ 65,432 - US$ 1,23,456

    Strategic Operations Management RoleThis position involves overseeing a team of professionals responsible for executing operational strategies, with accountability for driving business growth through effective project participation.Key Responsibilities:Direct and motivate a team of operations managers and analysts to achieve organizational objectives.Develop...

  • Training and Development Professional

    2 days ago

    Palakkad, Kerala, India beBeeDevelopment Full time ₹ 18,00,000 - ₹ 25,00,000

    Senior Training and Development ManagerKey to our organization's success is the ability to develop and enhance our sales team through impactful training and development initiatives.Responsibilities of this role include:Conducting comprehensive training needs analysis to identify skill and competency gaps among our sales professionals.Designing and...

  • Strategic Partnership Specialist

    7 days ago

    Palakkad, Kerala, India beBeeRelationship Full time ₹ 7,50,000 - ₹ 12,50,000

    Job OverviewWe are seeking a seasoned professional to lead our efforts in building and maintaining strong relationships with High Net-Worth Individuals (HNIs). This role involves client acquisition, portfolio advisory, and relationship management, ensuring that every client receives customized financial strategies aligned with their goals.Key...