Financial Advisor

2 days ago


Tiruppur, Tamil Nadu, India beBeeWealth Full time ₹ 90,00,000 - ₹ 1,20,00,000
About the Role

We are seeking a seasoned professional to lead our wealth management efforts in Delhi/NCR. The successful candidate will be responsible for driving investor acquisition, building relationships with high net worth individuals and family offices, and promoting alternate investment opportunities.

Key Responsibilities:
  • Investor Acquisition: Identify, connect, and onboard potential investors (angels, HNIs, UHNIs, family offices, and professionals).
  • Sales Promotion: Drive sales of curated investment opportunities in startups, venture funds, and other alternate asset classes.
  • Client Relationships: Build and maintain long-term client relationships by understanding their investment goals and risk appetite.
  • Collaboration: Collaborate with the investment team to present structured opportunities and conduct investor pitches.
  • Industry Knowledge: Stay updated on trends in startups, venture capital, private markets, and alternate investments.

The ideal candidate will have excellent communication skills, a strong network, and a deep understanding of the Indian startup ecosystem.

Interested candidates please submit your CV or profile for consideration.



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