Senior Portfolio Manager

2 weeks ago

Pune, Maharashtra, India beBeeInvestment Full time ₹ 1,20,00,000 - ₹ 2,50,00,000
Financial Advisor Opportunity

About us:

We are a fintech startup on a mission to reimagine wealth management for India's emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with individual financial goals.

Our team has deep experience across finance, product, and technology, and we're backed by world-class investors. Since our inception, over 1 lakh clients have trusted us with ₹100+ crores in assets.

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're in the right place.

About the Role:

We're looking for a smart, driven professional who thrives on building relationships and closing deals. You'll be the face of our personalised wealth management platform—helping clients make smarter investment decisions while growing their wealth (and ours).

If you're great at building trust, explaining markets in plain English, and following through till the deal is done, you'll fit right in.

Key Responsibilities:

  1. Be the first point of contact for prospects—understand their profile, explain our advisory model, and onboard them into Stack's personalised stock portfolios.
  2. Manage your sales pipeline like a pro. Follow up, close deals, hit your acquisition targets.
  3. Run quarterly video reviews with each client—break down portfolio performance, compare it to benchmarks, answer queries, build trust.
  4. Keep the communication flowing—emails, calls, nudges, updates—ensure clients always feel informed and taken care of.
  5. Spot opportunities to grow each portfolio—cross-sell PMS, upsell allocations, deepen 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 (banks, AMCs, wealth firms, etc.)
  2. Strong academic background
  3. Exceptional communication skills—clear, confident, and convincing
  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 to clients in simple terms

Why Join 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 love it here.

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