Financial Growth Leader

3 days ago

Delhi, Delhi, India beBeeWealth Full time ₹ 6,00,000 - ₹ 11,20,000

Leadership Opportunity

We are seeking a highly skilled and experienced Wealth Management professional to lead our team in driving financial growth and managing large portfolios.

About the Role:

The successful candidate will have a proven track record of building long-term client relationships, developing customized financial solutions, and driving AUM growth through acquiring new clients and deepening existing relationships.

Key Responsibilities:

  • Develop and deliver tailored financial solutions aligned with client goals
  • Regularly engage with clients through reviews, portfolio updates, and personalized communications
  • Drive AUM growth by leveraging referrals and cross-selling across wealth products
  • Upsell & cross-sell across wealth products (MFs, PMS, AIF, Insurance, FDs, etc.)
  • Share insights on primary & secondary market trends, research updates, and new product offerings
  • Collaborate with regional marketing and product teams for campaigns and investor engagement initiatives
  • Ensure strict adherence to compliance, documentation, and internal processes

Requirements:

  • Exceptional communication, interpersonal & client relationship management abilities
  • Strong analytical mindset with proven ability to understand client requirements and design effective solutions
  • Ability to perform under pressure while maintaining high emotional stability and professional integrity
  • Strategic thinking to identify opportunities for profitability and portfolio growth
  • Minimum 7 years of experience in Wealth Management / Financial Planning / Investment Advisory
  • Proven track record of AUM generation (minimum ₹30 Cr)
  • Hands-on exposure across wealth instruments: Mutual Funds, PMS, AIF, Insurance, FDs, etc.
  • Relevant industry certifications will be an added advantage

Benefits:

This is an exciting opportunity to join a high-performing team shaping the future of wealth management. If you are an ambitious wealth professional who thrives in a fast-paced environment and has consistently demonstrated success in growing AUM, we would love to connect with you.

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