Portfolio Growth Specialist

6 days ago


Amrāvati, Maharashtra, India beBeeWealth Full time ₹ 50,00,000 - ₹ 2,00,00,000
Wealth Management Professional

As a pivotal member of our wealth management team, you will spearhead investor acquisition and cultivate lasting relationships with high net worth individuals, family offices, and professionals to promote alternate investment opportunities. With an unwavering passion for wealth management and India's thriving startup ecosystem, you will play a crucial role in identifying, connecting, and onboarding potential investors.

Key Responsibilities:
  • Investor Acquisition: Identify and connect with prospective investors (angels, HNIs, UHNIs, family offices, and professionals).
    • Sales and Business Development: Drive sales of curated investment opportunities in startups, venture funds, and other alternate asset classes.
      • Client Relationship Building: Foster and maintain long-term client relationships by understanding their investment goals and risk tolerance.
        • Collaboration and Pitching: Collaborate with the investment team to present structured opportunities and conduct investor pitches.
  • Industry Knowledge: Stay abreast of trends in startups, venture capital, private markets, and alternate investments.
What We Offer:

A dynamic work environment with opportunities for growth and development, as well as professional challenges that will help you grow professionally.



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