Wealth Strategist

5 days ago

Tiruchi, Tamil Nadu, India beBeeWealth Full time ₹ 10,00,000 - ₹ 1,21,00,000

We are seeking a seasoned professional to join our team as a Wealth Strategist

This role involves being the face of our personalized wealth management platform, helping clients make informed investment decisions and grow their wealth.

The ideal candidate will have 2+ years of experience in sales or advisory roles within financial services, possessing strong academic credentials and excellent communication skills.

They should also have a deep understanding of financial markets, mutual funds, stocks, and investment strategies, with the ability to explain complex concepts in simple terms.

In this role, you will be responsible for building trust with prospects, onboarding them into our customized stock portfolios, and managing your sales pipeline to close deals.

You will also conduct quarterly video reviews with each client to discuss portfolio performance and answer queries, ensuring seamless communication through emails, calls, and updates.

Furthermore, you will identify opportunities to grow each portfolio by cross-selling PMS, upselling allocations, and deepening wallet share, while analyzing client portfolios to suggest smart improvements aligned with our core investment philosophy.

To succeed in this role, you must possess high sales ownership and strong relationship-building instincts, coupled with the ability to work in a fast-paced environment.

If you are passionate about transforming how individuals build wealth, we encourage you to apply.

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