Expert Financial Advisor

3 days ago

Kozhikode, Kerala, India beBeeWealth Full time ₹ 40,00,000 - ₹ 1,00,00,000
Unlock Your Wealth Potential

About Us:

We're rethinking how India invests, and we want you to be part of it.

Our mission is to make sophisticated investing strategies more accessible, transparent, and aligned with individual financial goals.

About the Role:

We're seeking a skilled and driven wealth manager who thrives on building relationships and closing deals.

You'll be the face of our personalized wealth management platform, helping clients make smarter investment decisions while growing their wealth.

Key Responsibilities:

  1. Be the first point of contact for prospects - understand their profile, explain our advisory model, and onboard them into our personalized stock portfolios.
  2. Manage your sales pipeline like a pro, following up, closing deals, and hitting your acquisition targets.
  3. Run quarterly video reviews with each client, breaking down portfolio performance, comparing it to benchmarks, answering queries, and building trust.
  4. Keep the communication flowing, ensuring clients always feel informed and taken care of.
  5. Spot opportunities to grow each portfolio, cross-selling PMS, upselling allocations, and deepening wallet share.

Requirements:

  1. 2+ years of experience in sales or advisory roles in financial services.
  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.

Join Our Team:

Together, let's build a better future for investors. You'll be part of a fast-moving startup, working with passionate folks who genuinely care about building something valuable.

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