Business Development Account Management Associate

## About the company WealthUp is a smart investment platform helping busy professionals make better financial decisions. We analyse each user's financial situation and goals to create a hyper-personalised plan that helps them achieve their objectives faster. We're building India's most trusted, intelligent wealth management experience — one that feels clean, calm, and premium from the very first interaction. ## About the role We are looking for a highly motivated Business Development & Account Management Associate to join our growing team. This role combines client acquisition and relationship management, making it ideal for someone who enjoys engaging with customers, understanding their needs, and helping them make informed financial decisions. The ideal candidate must have prior experience in a B2C sales environment and be comfortable handling the complete customer lifecycle—from initial engagement to ongoing relationship management. ## Responsibilities ### Business Development - Engage with prospective clients through inbound and outbound channels. - Understand customer needs and explain how we can help them. - Conduct discovery calls and product demonstrations. - Convert qualified leads into clients. - Consistently achieve monthly sales and revenue targets. - Maintain accurate records of customer interactions and pipeline activity in the CRM. - Explore partnership opportunities to get more leads. ### Account Management - Serve as the primary point of contact for assigned clients. - Build long-term relationships and ensure a high-quality customer experience. - Drive client engagement, retention, and satisfaction. - Identify opportunities for upselling and cross-selling relevant solutions. - Coordinate with internal teams to resolve customer queries and ensure smooth onboarding and related admin work. ## Requirements - 1.5–4 years of experience in Business Development, Sales, Relationship Management, Account Management, or similar customer-facing roles. - Mandatory experience in a B2C sales environment. - Strong communication, presentation, and relationship-building skills. - Ability to understand customer requirements and provide consultative solutions. - Self-driven, target-oriented, and comfortable working in a fast-paced startup environment. ## Nice to have - Prior experience selling financial products such as insurance, mutual funds, wealth management solutions, lending products, investment platforms, or other financial services. - Basic understanding of personal finance, investments, mutual funds, insurance, or wealth management. - Experience working with affluent customers is a plus. ## What we offer - Opportunity to work in a high-growth fintech and wealth management environment. - Amazing growth opportunity - Fast learning curve and significant ownership from day one. - Competitive compensation with performance-linked incentives. If you enjoy interacting with customers, building lasting relationships, and having real impact on people's lives for good, we'd love to hear from you.