Unlock Your Investment Potential

2 weeks ago

Chennai, Tamil Nadu, India beBeeWealth Full time ₹ 65,00,000 - ₹ 85,00,000

About our organization:

We are a fintech startup with a mission to redefine wealth management for India's emerging affluent. We believe that sophisticated investing strategies should be accessible, transparent, and aligned with individual financial goals.

Founded by a team with deep experience in finance, product, and technology, we're working to build trust with India's next generation of investors.

About the role:

We're seeking a skilled Wealth Manager who excels at building relationships and closing deals. You'll be the face of our personalized wealth management platform—helping clients make informed investment decisions while growing their wealth.

If you're great at building trust, explaining markets in plain English, and following through till the deal is done, you'll fit right in.

Key responsibilities:

  1. Build strong connections with prospects—understand their profile, explain our advisory model, and onboard them into Stack's personalized stock portfolios.
  2. Manage your sales pipeline effectively. 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. Identify 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 Stack's core investment philosophy.

Requirements:

  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 join 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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