Senior Financial Strategist

16 hours ago

Madurai, Tamil Nadu, India beBeeWealth Full time ₹ 60,00,000 - ₹ 1,20,00,000

Unlock Your Wealth Potential

At our fintech startup, we're revolutionizing wealth management for India's emerging affluent. We believe that sophisticated investing strategies should be accessible to everyone, not just a select few.

Founded by experts with deep experience in finance, product, and technology, we're backed by world-class investors who share our vision.

We're not here to follow the status quo – we're here to write a new playbook. If you're passionate about transforming how Indians build wealth, you're in the right place.

About the Opportunity:

We're seeking a driven Wealth Manager who excels at building relationships and closing deals. As the face of our personalized wealth management platform, you'll help clients make informed investment decisions and grow their wealth.

If you're great at explaining markets in plain English, following through till the deal is done, and building trust with your clients, you'll thrive in this role.

Key Responsibilities:

  1. Be the first point of contact for prospects – understand their profile, explain our advisory model, and onboard them into our personalized stock portfolios.
  2. 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 to break down portfolio performance, compare it to benchmarks, answer queries, and build trust.
  4. Keep the communication flowing – emails, calls, nudges, updates – 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.

Requirements:

  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:

As a member of our team, you'll be part of a fast-moving startup that's rethinking how India invests. You'll work with passionate professionals who genuinely care about building something valuable. If you love sales, markets, and helping people grow their wealth, you'll find this opportunity truly rewarding.

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