Expert Wealth Strategist

2 weeks ago

Ajmer, Rajasthan, India beBeeWealth Full time ₹ 5,00,000 - ₹ 10,00,000
Expert Wealth Strategist

At our organization, we're transforming the private wealth experience by making sophisticated investing strategies accessible, transparent, and aligned with individual financial objectives.

We're redefining the status quo in wealth management. Join us in our mission to craft a new approach that addresses the unique needs of India's emerging affluent.

About the Role

We're seeking an accomplished Wealth Manager who excels at building lasting relationships, closing deals, and delivering exceptional client experiences.

Your key responsibilities will include:

  1. Developing and executing sales strategies to onboard prospects into our personalized wealth management platform
  2. Managing your sales pipeline, following up on leads, and meeting acquisition targets
  3. Conducting quarterly video reviews with clients to break down portfolio performance, answer queries, and build trust
  4. Staying in touch with clients through regular communication, ensuring they feel informed and taken care of
  5. Identifying opportunities to grow each portfolio by cross-selling PMS, upselling allocations, and deepening wallet share
  6. Diving into client portfolios to suggest smart improvements aligned with our core investment philosophy

What We're Looking For:

  • 2+ years of experience in sales or advisory roles in financial services (banks, AMCs, wealth firms, etc.)
  • 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 Choose Us:

You'll be part of a fast-moving startup, working with passionate individuals who genuinely care about building something valuable. If you love sales, markets, and helping people grow their wealth, you'll thrive in this environment.

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