Strategic Portfolio Advisor

2 weeks ago

Dombivli, Maharashtra, India beBeeInvestment Full time ₹ 30,00,000 - ₹ 50,00,000
Job Description

About our organization:

We're a financial services startup, on a mission to redefine wealth management for India's emerging affluent. Our platform makes sophisticated investing strategies more accessible, transparent, and aligned with individual financial goals.

We're not following the playbook – we're writing a new one. If you're excited about transforming how Indians build wealth, you're in the right place.

Role Overview

You'll be our face of personalized wealth management, helping clients make smarter investment decisions while growing their wealth (and ours). As a Wealth Manager, you'll thrive on building relationships and closing deals.

Your Key Responsibilities

  1. Be the first point of contact for 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. Spot opportunities to grow each portfolio – cross-sell PMS, upsell allocations, deepen wallet share.
  6. Dive into client portfolios and suggest smart improvements, all in line with our core investment philosophy.

Required Skills and Qualifications

  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 Work with 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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