Financial Growth Associate

5 days ago


Pune, Maharashtra, India beBeeRelationship Full time ₹ 8,00,000 - ₹ 15,00,000

We are looking for a Relationship Builder to drive our business growth by acquiring new clients and helping them explore our financial offerings.

Key Responsibilities:
  • Acquire new clients by opening demat accounts and ensuring their initial funding.
  • Identify and engage potential clients through events, referrals, data, and cold calling.
  • Meet monthly/quarterly acquisition targets and contribute to our expansion strategy.
  • Onboard a minimum of 5 clients per month, each with an initial investment capital of ₹50,000+.
  • B build strong, long-term relationships with clients and provide continuous support.
  • Cross-sell and up-sell financial products such as mutual funds, insurance, PMS, AIFs, and unlisted shares.
  • Identify new market opportunities and contribute to business growth.
Requirements:
  • Bachelor's degree preferred (finance/commerce background is a plus).
  • NISM 8 certification is required.
  • Prior experience in client acquisition, sales, or financial services will be an advantage.
  • Strong communication & relationship management skills.
  • Hunger for growth, willingness to hustle, and a genuine interest in financial markets.
Location:

Pune (open to travel for client meetings)


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