Senior Wealth Strategist

4 days ago

Coimbatore, Tamil Nadu, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 25,00,000
Investment Manager Opportunity

At our fintech startup, we are reimagining wealth management for India's emerging affluent.

We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with individual financial goals.

Our team has deep expertise across finance, product, and technology, and we're backed by world-class investors.

We're not here to follow established playbooks—we're here to create new ones. If you're excited about transforming how Indians build wealth, you'll find this opportunity appealing.

About the Role:

As an Investment Manager, you'll be the face of our personalized wealth management platform—helping clients make informed investment decisions while growing their wealth (and ours).

You'll be responsible for:

  1. Developing strong relationships with prospects and onboard them into our personalized stock portfolios.
  2. Managing your sales pipeline like a professional, following up on leads, closing deals, and meeting acquisition targets.
  3. Conducting quarterly video reviews with each client, breaking down portfolio performance, comparing it to benchmarks, answering queries, and building trust.
  4. Maintaining open communication channels with clients through regular emails, calls, and updates, ensuring they feel informed and supported.
  5. Identifying opportunities to grow each portfolio by cross-selling PMS, upselling allocations, and deepening wallet share.
  6. Analyzing client portfolios and suggesting smart improvements, all in line with our core investment philosophy.
What We're Looking For:

For this role, we're seeking professionals with:

  1. 2+ years of experience in sales or advisory roles within financial services.
  2. A strong academic background.
  3. Exceptional communication skills—clear, confident, and convincing.
  4. Deep knowledge of financial markets, mutual funds, stocks, and investment strategies.
  5. High sales ownership and strong relationship-building instincts.
  6. The ability to explain complex investment methodologies to clients in simple terms.
Why Join Us?

By joining our team, you'll be part of a fast-moving startup working with passionate individuals who genuinely care about creating value. If you love sales, markets, and helping people grow their wealth—you'll thrive in this environment.

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