Company Description

FundBees is a wealth-building platform focused on helping individuals and families achieve their financial goals through disciplined investing and goal-based planning. The company simplifies mutual fund and SIP investing, combining wealth management solutions, financial education, and technology-driven experiences. FundBees aims to make wealth creation accessible and understandable for people across India, emphasizing consistency, patience, and the power of compounding. With a mission to help 100,000 Indians reach significant net worth milestones, FundBees promotes long-term financial confidence and sustainable wealth-building habits. The vision is to become India's most trusted wealth-building platform and empower millions of investors to achieve financial freedom.

Role Description

This is a remote role for a Wealth Manager at FundBees, open to both
internship
and
full time
candidates. The Wealth Manager will focus primarily on
managing client wealth
— not just mutual funds and SIPs — with core responsibilities including:
- Daily acquisition of new clients,



follow-ups, and conversion
- Building the company's SIP book and gathering new AUM
- Converting new clients into long-term investors
- Selling health insurance and term insurance (key focus products)
- Supporting clients with goal-based investing, mutual funds, and SIPs for long-term wealth creation
- Exposure to AIF and PMS conversions, and handling HNI (High Net-worth Individual) clients
- Preparing investment proposals, analyzing client portfolios, and suggesting suitable investment options under supervision
- Educating clients on wealth-building concepts, documenting recommendations, and maintaining accurate records in company systems
- Collaborating with senior team members and contributing to client communication
- Learning and using digital tools and platforms to deliver a seamless investing experience

Qualifications
- Must be a
graduate
(Finance, Commerce, Economics, Business, or

📌 Wealth Manager (Delhi)
🏢 FundBees - SIP & Mutual Fund
📍 Delhi