Wealth Management Specialist

2 days ago

Mangalore, Karnataka, India beBeeInvestments Full time ₹ 1,20,00,000 - ₹ 2,00,00,000
Job Overview">

Wealth Management Specialist

This is an exciting opportunity to join our team as a Wealth Management Specialist. As a key member of our sales team, you will be responsible for building relationships with clients and helping them achieve their financial goals.

You will work closely with our investment advisors to understand client needs and provide personalized wealth management solutions. Your excellent communication skills and ability to explain complex financial concepts in simple terms will enable you to build trust with clients and grow their wealth over time.

", About the Role
  • Build Relationships: You will be the first point of contact for prospects, understanding their profile, explaining our advisory model, and onboarding them into our personalized stock portfolios.
  • Closing Deals: Manage your sales pipeline like a pro, follow up, close deals, and hit your acquisition targets.
  • Client Reviews: Run quarterly video reviews with each client, break down portfolio performance, compare it to benchmarks, answer queries, and build trust.
  • Communication: Keep the communication flowing – emails, calls, nudges, updates – ensure clients always feel informed and taken care of.
  • Portfolio Growth: Spot opportunities to grow each portfolio, cross-sell PMS, upsell allocations, deepen wallet share, and dive into client portfolios suggesting smart improvements.

Requirements: 2+ years of experience in sales or advisory roles in financial services, strong academic background, exceptional communication skills, deep knowledge of financial markets, MFs, stocks, and investment strategies, high sales ownership, and strong relationship-building instincts.

Why Join Us: We are rethinking how India invests. You will 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 will love it here.

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