Financial Services Specialist

14 hours ago

Dindigul, Tamil Nadu, India beBeeInvestment Full time ₹ 5,00,000 - ₹ 10,00,000

About Stack Wealth:

We're a fintech startup aiming to redefine wealth management for India's affluent.

Our team combines finance, product, and technology expertise with world-class investor backing.

We believe the private wealth experience should be accessible, transparent, and aligned with individual goals.

Key Responsibilities

  1. Act as the primary point of contact for prospects—understand their profile, explain our advisory model, and onboard them into Stack's personalised stock portfolios.

  2. Effectively manage sales pipelines. Follow up, close deals, and meet acquisition targets.

  3. Conduct quarterly video reviews with clients—break down portfolio performance, compare it to benchmarks, answer queries, build trust.

  4. Maintain open communication channels—emails, calls, nudges, updates—to ensure clients feel informed and taken care of.

  5. Identify opportunities to grow each portfolio—cross-sell PMS, upsell allocations, deepen wallet share.

  6. Delve into client portfolios and suggest smart improvements in line with Stack's core investment philosophy.

Requirements

  1. 2+ years of experience in sales or advisory roles in financial services.

  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

Join us in rethinking how India invests. You'll be part of a fast-moving startup working with passionate individuals who genuinely care about building something valuable. If you love sales, markets, and helping people grow their wealth—you'll fit right in.

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