Wealth Development Specialist

2 days ago

Erode, Tamil Nadu, India beBeeInvestment Full time ₹ 50,00,000 - ₹ 1,00,00,000
Job Title

As a Financial Services Specialist, you will be the face of our personalized wealth management platform. You will help clients make smarter investment decisions while growing their wealth.

You will be responsible for building relationships, closing deals, and managing your sales pipeline like a pro.

  • Be the first point of contact for prospects—understand their profile, explain our advisory model, and onboard them into Stack's personalized 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 Stack's core investment philosophy.
Requirements

Our ideal candidate has:

  • 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
Why Join Us

Join 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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