Senior Wealth Strategist

4 days ago

Kannur, Kerala, India beBeeWealth Full time ₹ 90,00,000 - ₹ 1,20,00,000

About Our Wealth Team:

We're reimagining wealth management for India's emerging affluent. Our mission is to make sophisticated investing strategies accessible, transparent, and aligned with individual financial goals.

Our team has deep experience across finance, product, and technology, backed by world-class investors.

Since our inception, over 100,000 clients have trusted us with ₹100+ crores in assets.

We're not following the playbook – we're writing a new one.

About the Role:

You'll be the face of our personalised wealth management platform – helping clients make smarter investment decisions while growing their wealth.

You'll build relationships and close deals, explaining markets in plain English and following through till the deal is done.

Your Responsibilities:

  • Be the first point of contact for prospects – understand their profile, explain our advisory model, and onboard them into our personalised stock portfolios.
  • Manage your sales pipeline like a pro. Follow up, close deals, hit your acquisition targets.
  • Run quarterly video reviews with each client – break down portfolio performance, compare it to benchmarks, answer queries, build trust.
  • Keep the communication flowing – emails, calls, nudges, updates – ensure clients always feel informed and taken care of.
  • Spot opportunities to grow each portfolio – cross-sell PMS, upsell allocations, deepen wallet share.
  • Dive into client portfolios and suggest smart improvements, all in line with our core investment philosophy.

Requirements:

  • 2+ years of experience in sales or advisory roles in financial services
  • Strong academic background
  • Exceptional communication skills – clear, confident, and convincing
  • Deep knowledge of financial markets, MFs, stocks, and investment strategies
  • High sales ownership and strong relationship-building instincts
  • Ability to explain complex investment methodology to clients in simple terms

We Offer:

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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