Prospecting Expertise Required

17 hours ago

Rajahmundry, Andhra Pradesh, India beBeeWealth Full time ₹ 30,00,000 - ₹ 50,00,000
Wealth Management Opportunity

Stack Wealth is a fintech startup on a mission to reimagine wealth management for India's emerging affluent. Our personalized wealth management platform helps clients make smarter investment decisions while growing their wealth.

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.

Founded by a team with deep experience across finance, product, and technology, we're backed by world-class investors including Y Combinator, Kunal Shah, and Harvard Management Company.

We've built trust in India's next generation of investors, with over 1 lakh clients trusting us with ₹100+ crores in assets.

About the Role

We're looking for a driven Wealth Manager who thrives on building relationships and closing deals. You'll be the face of our personalized wealth management platform—helping clients navigate complex markets and achieve their financial objectives.

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.

Your Key Responsibilities:
  1. Develop strong relationships with prospects—understand their profile, explain our advisory model, and onboard them into our personalized 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. Identify opportunities to grow each portfolio—cross-sell PMS, upsell allocations, deepen wallet share.
  6. Analyze 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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